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 | $234,170 | $114,381+104.7% | $107,525+117.8% | $142,382+64.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.57% | 242.71%-228.1pp | 181.32%-166.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,720 | $4,015-57.2% | $3,754-54.2% | $4,299-60.0% |
| Participant deferral / active EE | $3,931 | $5,564-29.4% | $5,116-23.2% | $6,507-39.6% |
| Admin fee / account holder | $4,396 | $9,860-55.4% | $8,919-50.7% | $12,624-65.2% |