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 | $204,852 | $91,552+123.8% | $133,956+52.9% | $79,858+156.5% |
| Participation rate | 77.6% | 73.3%+4.2pp | 79.8%-2.3pp | 69.6%+7.9pp |
| Annual return | 16.52% | 61.85%-45.3pp | 45.09%-28.6pp | 31.71%-15.2pp |
| Employer contribution / active EE | $576 | $2,384-75.8% | $3,919-85.3% | $2,471-76.7% |
| Participant deferral / active EE | $3,345 | $3,733-10.4% | $5,048-33.7% | $3,740-10.6% |
| Admin fee / account holder | $7,535 | $6,321+19.2% | $8,927-15.6% | $5,306+42.0% |