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 | $219,126 | $124,319+76.3% | $111,297+96.9% | $167,490+30.8% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 9.18% | 37.44%-28.3pp | 54.65%-45.5pp | 478.56%-469.4pp |
| Employer contribution / active EE | $1,663 | $3,435-51.6% | $2,731-39.1% | $4,837-65.6% |
| Participant deferral / active EE | $8,597 | $5,180+65.9% | $4,487+91.6% | $6,341+35.6% |
| Admin fee / account holder | $2,834 | $10,618-73.3% | $7,964-64.4% | $12,309-77.0% |