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 | $220,983 | $126,574+74.6% | $106,213+108.1% | $145,922+51.4% |
| Participation rate | 76.5% | 77.6%-1.2pp | 75.3%+1.2pp | 80.3%-3.8pp |
| Annual return | 16.19% | 224.79%-208.6pp | 116.14%-99.9pp | 561.29%-545.1pp |
| Employer contribution / active EE | $1,476 | $3,730-60.4% | $3,171-53.5% | $4,660-68.3% |
| Participant deferral / active EE | $3,367 | $5,724-41.2% | $5,016-32.9% | $6,688-49.7% |
| Admin fee / account holder | $25,679 | $17,304+48.4% | $11,033+132.7% | $13,397+91.7% |