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 | $230,695 | $154,117+49.7% | $129,995+77.5% | $139,434+65.5% |
| Participation rate | 82.4% | 82.0%+0.4pp | 78.5%+3.9pp | 80.3%+2.0pp |
| Annual return | 17.99% | 32.48%-14.5pp | -137.18%+155.2pp | 372.94%-354.9pp |
| Employer contribution / active EE | $3,301 | $5,289-37.6% | $4,320-23.6% | $4,751-30.5% |
| Participant deferral / active EE | $2,379 | $6,710-64.6% | $5,820-59.1% | $6,710-64.6% |
| Admin fee / account holder | $25,117 | $14,007+79.3% | $10,614+136.6% | $11,403+120.3% |