See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,449 | $124,319+74.1% | $111,297+94.5% | $167,490+29.2% |
| Participation rate | 90.5% | 79.6%+10.9pp | 77.3%+13.2pp | 82.1%+8.4pp |
| Annual return | 18.76% | 37.44%-18.7pp | 54.65%-35.9pp | 478.56%-459.8pp |
| Employer contribution / active EE | $2,679 | $3,435-22.0% | $2,731-1.9% | $4,837-44.6% |
| Participant deferral / active EE | $5,393 | $5,180+4.1% | $4,487+20.2% | $6,341-14.9% |
| Admin fee / account holder | $1,237 | $10,618-88.4% | $7,964-84.5% | $12,309-90.0% |