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 | $234,833 | $91,552+156.5% | $133,956+75.3% | $79,858+194.1% |
| Participation rate | 83.7% | 73.3%+10.4pp | 79.8%+3.9pp | 69.6%+14.1pp |
| Annual return | 22.65% | 61.85%-39.2pp | 45.09%-22.4pp | 31.71%-9.1pp |
| Employer contribution / active EE | $941 | $2,384-60.5% | $3,919-76.0% | $2,471-61.9% |
| Participant deferral / active EE | $4,112 | $3,733+10.1% | $5,048-18.5% | $3,740+9.9% |
| Admin fee / account holder | $16,537 | $6,321+161.6% | $8,927+85.2% | $5,306+211.6% |