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 | $211,770 | $126,574+67.3% | $106,213+99.4% | $145,922+45.1% |
| Participation rate | 79.2% | 77.6%+1.5pp | 75.3%+3.9pp | 80.3%-1.1pp |
| Annual return | 11.90% | 224.79%-212.9pp | 116.14%-104.2pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,613 | $3,730-56.8% | $3,171-49.1% | $4,660-65.4% |
| Participant deferral / active EE | $5,979 | $5,724+4.5% | $5,016+19.2% | $6,688-10.6% |
| Admin fee / account holder | $14,862 | $17,304-14.1% | $11,033+34.7% | $13,397+10.9% |