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 | $216,469 | $111,724+93.8% | $93,606+131.3% | $145,922+48.3% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.8pp |
| Annual return | 12.32% | 202.98%-190.7pp | 133.20%-120.9pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,526 | $3,090-50.6% | $2,420-36.9% | $4,660-67.2% |
| Participant deferral / active EE | $5,390 | $4,912+9.7% | $4,411+22.2% | $6,688-19.4% |
| Admin fee / account holder | $4,407 | $10,250-57.0% | $8,285-46.8% | $13,397-67.1% |