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 | $209,919 | $152,587+37.6% | $125,175+67.7% | $152,861+37.3% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 19.34% | 54.84%-35.5pp | 43.79%-24.4pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,540 | $4,946-68.9% | $3,865-60.2% | $4,762-67.7% |
| Participant deferral / active EE | $5,470 | $5,868-6.8% | $4,937+10.8% | $5,850-6.5% |
| Admin fee / account holder | $2,577 | $13,434-80.8% | $9,702-73.4% | $11,596-77.8% |