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 | $172,439 | $78,422+119.9% | $95,952+79.7% | $79,858+115.9% |
| Participation rate | 72.1% | 73.5%-1.4pp | 77.1%-5.0pp | 69.6%+2.5pp |
| Annual return | 67.46% | 19.37%+48.1pp | 91.61%-24.2pp | 31.71%+35.7pp |
| Employer contribution / active EE | $885 | $1,945-54.5% | $2,541-65.2% | $2,471-64.2% |
| Participant deferral / active EE | $4,186 | $3,440+21.7% | $4,167+0.4% | $3,740+11.9% |
| Admin fee / account holder | $20,255 | $5,622+260.3% | $6,795+198.1% | $5,306+281.7% |