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 | $237,821 | $91,552+159.8% | $133,956+77.5% | $79,858+197.8% |
| Participation rate | 74.1% | 73.3%+0.7pp | 79.8%-5.8pp | 69.6%+4.4pp |
| Annual return | 20.86% | 61.85%-41.0pp | 45.09%-24.2pp | 31.71%-10.9pp |
| Employer contribution / active EE | $1,217 | $2,384-48.9% | $3,919-68.9% | $2,471-50.7% |
| Participant deferral / active EE | $6,144 | $3,733+64.6% | $5,048+21.7% | $3,740+64.3% |
| Admin fee / account holder | $2,246 | $6,321-64.5% | $8,927-74.8% | $5,306-57.7% |