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 | $212,748 | $100,773+111.1% | $88,946+139.2% | $142,382+49.4% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 13.36% | 70.18%-56.8pp | 57.82%-44.5pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,636 | $2,918-43.9% | $2,555-36.0% | $4,299-61.9% |
| Participant deferral / active EE | $7,398 | $5,230+41.4% | $4,581+61.5% | $6,507+13.7% |
| Admin fee / account holder | $3,843 | $9,693-60.4% | $8,261-53.5% | $12,624-69.6% |