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 | $234,851 | $114,381+105.3% | $107,525+118.4% | $142,382+64.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.98% | 242.71%-230.7pp | 181.32%-169.3pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,074 | $4,015-48.3% | $3,754-44.7% | $4,299-51.8% |
| Participant deferral / active EE | $3,044 | $5,564-45.3% | $5,116-40.5% | $6,507-53.2% |
| Admin fee / account holder | $9,407 | $9,860-4.6% | $8,919+5.5% | $12,624-25.5% |