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 | $237,483 | $104,974+126.2% | $95,585+148.5% | $142,382+66.8% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 16.43% | 210.33%-193.9pp | 38.56%-22.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $568 | $2,779-79.5% | $2,527-77.5% | $4,299-86.8% |
| Participant deferral / active EE | $2,273 | $4,352-47.8% | $4,023-43.5% | $6,507-65.1% |
| Admin fee / account holder | $18,329 | $6,386+187.0% | $6,127+199.1% | $12,624+45.2% |