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 | $191,960 | $60,124+219.3% | $90,404+112.3% | $79,858+140.4% |
| Participation rate | 72.2% | 65.0%+7.2pp | 72.7%-0.5pp | 69.6%+2.6pp |
| Annual return | 14.03% | 71.94%-57.9pp | 1293.02%-1279.0pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,355 | $2,068-34.5% | $3,262-58.5% | $2,471-45.2% |
| Participant deferral / active EE | $4,642 | $2,938+58.0% | $3,963+17.1% | $3,740+24.1% |
| Admin fee / account holder | $7,548 | $3,976+89.8% | $5,611+34.5% | $5,306+42.2% |