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 | $227,117 | $104,974+116.4% | $95,585+137.6% | $142,382+59.5% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 14.23% | 210.33%-196.1pp | 38.56%-24.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,320 | $2,779-16.5% | $2,527-8.2% | $4,299-46.0% |
| Participant deferral / active EE | $7,655 | $4,352+75.9% | $4,023+90.3% | $6,507+17.6% |
| Admin fee / account holder | $723 | $6,386-88.7% | $6,127-88.2% | $12,624-94.3% |