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 | $201,408 | $109,359+84.2% | $162,163+24.2% | $72,985+176.0% |
| Participation rate | 87.8% | 84.3%+3.5pp | 87.6%+0.2pp | 69.5%+18.3pp |
| Annual return | 21.95% | 25.46%-3.5pp | 115.59%-93.6pp | 81.00%-59.1pp |
| Employer contribution / active EE | $2,782 | $3,907-28.8% | $5,614-50.4% | $2,440+14.0% |
| Participant deferral / active EE | $5,933 | $5,481+8.2% | $7,298-18.7% | $3,607+64.5% |
| Admin fee / account holder | $30,453 | $7,972+282.0% | $10,843+180.9% | $5,124+494.3% |