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 | $206,559 | $118,680+74.0% | $98,907+108.8% | $158,922+30.0% |
| Participation rate | 92.3% | 77.8%+14.5pp | 76.0%+16.3pp | 82.0%+10.3pp |
| Annual return | 5.16% | 372.35%-367.2pp | 196.43%-191.3pp | 302.83%-297.7pp |
| Employer contribution / active EE | $2,056 | $3,333-38.3% | $2,689-23.5% | $4,761-56.8% |
| Participant deferral / active EE | $3,839 | $5,088-24.5% | $4,244-9.5% | $5,982-35.8% |
| Admin fee / account holder | $7,012 | $10,131-30.8% | $6,642+5.6% | $11,246-37.6% |