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 | $215,730 | $172,111+25.3% | $150,298+43.5% | $137,256+57.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.82% | 69.37%-57.6pp | 62.79%-51.0pp | 220.34%-208.5pp |
| Employer contribution / active EE | $1,122 | $4,636-75.8% | $4,154-73.0% | $4,156-73.0% |
| Participant deferral / active EE | $3,569 | $6,166-42.1% | $5,453-34.5% | $6,407-44.3% |
| Admin fee / account holder | $1,489 | $16,471-91.0% | $14,116-89.4% | $12,270-87.9% |