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 | $218,724 | $111,535+96.1% | $105,223+107.9% | $137,256+59.4% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 14.40% | 237.85%-223.5pp | 180.65%-166.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,897 | $3,939-51.8% | $3,689-48.6% | $4,156-54.4% |
| Participant deferral / active EE | $3,114 | $5,500-43.4% | $5,072-38.6% | $6,407-51.4% |
| Admin fee / account holder | $30,088 | $9,721+209.5% | $8,859+239.6% | $12,270+145.2% |