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 | $216,383 | $112,096+93.0% | $95,952+125.5% | $158,922+36.2% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 10.29% | 171.09%-160.8pp | 91.61%-81.3pp | 302.83%-292.5pp |
| Employer contribution / active EE | $2,068 | $3,198-35.3% | $2,541-18.6% | $4,761-56.6% |
| Participant deferral / active EE | $6,737 | $4,784+40.8% | $4,167+61.7% | $5,982+12.6% |
| Admin fee / account holder | $13,945 | $10,130+37.7% | $6,795+105.2% | $11,246+24.0% |