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 | $203,068 | $93,571+117.0% | $135,903+49.4% | $75,163+170.2% |
| Participation rate | 82.4% | 75.2%+7.2pp | 81.9%+0.4pp | 67.2%+15.2pp |
| Annual return | 19.82% | 30.90%-11.1pp | 68.23%-48.4pp | 160.62%-140.8pp |
| Employer contribution / active EE | $2,235 | $3,537-36.8% | $4,856-54.0% | $2,670-16.3% |
| Participant deferral / active EE | $7,145 | $6,404+11.6% | $7,758-7.9% | $4,125+73.2% |
| Admin fee / account holder | $4,269 | $6,975-38.8% | $10,762-60.3% | $5,651-24.5% |