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 | $213,201 | $114,381+86.4% | $107,525+98.3% | $142,382+49.7% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.1%+18.3pp | 80.1%+13.2pp |
| Annual return | 14.46% | 242.71%-228.2pp | 181.32%-166.9pp | 217.08%-202.6pp |
| Employer contribution / active EE | $3,154 | $4,015-21.4% | $3,754-16.0% | $4,299-26.6% |
| Participant deferral / active EE | $7,919 | $5,564+42.3% | $5,116+54.8% | $6,507+21.7% |
| Admin fee / account holder | $63,757 | $9,860+546.6% | $8,919+614.9% | $12,624+405.1% |