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 | $204,215 | $100,773+102.6% | $88,946+129.6% | $142,382+43.4% |
| Participation rate | 78.6% | 74.3%+4.3pp | 68.8%+9.7pp | 80.1%-1.5pp |
| Annual return | 13.41% | 70.18%-56.8pp | 57.82%-44.4pp | 217.08%-203.7pp |
| Employer contribution / active EE | $3,670 | $2,918+25.8% | $2,555+43.7% | $4,299-14.6% |
| Participant deferral / active EE | $5,824 | $5,230+11.4% | $4,581+27.1% | $6,507-10.5% |
| Admin fee / account holder | $30,546 | $9,693+215.1% | $8,261+269.8% | $12,624+142.0% |