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 7-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 | $179,764 | $111,724+60.9% | $93,606+92.0% | $145,922+23.2% |
| Participation rate | 73.9% | 74.2%-0.3pp | 68.7%+5.2pp | 80.3%-6.4pp |
| Annual return | 11.00% | 202.98%-192.0pp | 133.20%-122.2pp | 561.29%-550.3pp |
| Employer contribution / active EE | $635 | $3,090-79.4% | $2,420-73.8% | $4,660-86.4% |
| Participant deferral / active EE | $2,343 | $4,912-52.3% | $4,411-46.9% | $6,688-65.0% |
| Admin fee / account holder | $1,398 | $10,250-86.4% | $8,285-83.1% | $13,397-89.6% |