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 | $193,420 | $133,922+44.4% | $116,228+66.4% | $142,382+35.8% |
| Participation rate | 92.9% | 77.9%+15.0pp | 74.6%+18.3pp | 80.1%+12.7pp |
| Annual return | 14.14% | 147.76%-133.6pp | 90.06%-75.9pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,159 | $3,446-37.3% | $2,994-27.9% | $4,299-49.8% |
| Participant deferral / active EE | $5,442 | $5,672-4.1% | $4,953+9.9% | $6,507-16.4% |
| Admin fee / account holder | $1,530 | $14,945-89.8% | $11,989-87.2% | $12,624-87.9% |