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 | $207,780 | $111,535+86.3% | $105,223+97.5% | $137,256+51.4% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 12.54% | 237.85%-225.3pp | 180.65%-168.1pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,269 | $3,939-67.8% | $3,689-65.6% | $4,156-69.5% |
| Participant deferral / active EE | $6,889 | $5,500+25.3% | $5,072+35.8% | $6,407+7.5% |
| Admin fee / account holder | $2,340 | $9,721-75.9% | $8,859-73.6% | $12,270-80.9% |