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 | $219,496 | $109,881+99.8% | $150,045+46.3% | $84,808+158.8% |
| Participation rate | 74.5% | 76.1%-1.6pp | 82.3%-7.9pp | 68.3%+6.2pp |
| Annual return | 18.39% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,040 | $3,561-70.8% | $4,693-77.8% | $2,631-60.5% |
| Participant deferral / active EE | $9,114 | $6,636+37.3% | $7,997+14.0% | $4,212+116.4% |
| Admin fee / account holder | $2,738 | $8,568-68.0% | $13,435-79.6% | $7,344-62.7% |