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 | $206,885 | $152,587+35.6% | $125,175+65.3% | $152,861+35.3% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 16.09% | 54.84%-38.8pp | 43.79%-27.7pp | 345.32%-329.2pp |
| Employer contribution / active EE | $3,230 | $4,946-34.7% | $3,865-16.4% | $4,762-32.2% |
| Participant deferral / active EE | $4,880 | $5,868-16.8% | $4,937-1.2% | $5,850-16.6% |
| Admin fee / account holder | $80,983 | $13,434+502.8% | $9,702+734.7% | $11,596+598.3% |