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 | $213,177 | $162,781+31.0% | $133,956+59.1% | $158,922+34.1% |
| Participation rate | 95.7% | 83.2%+12.4pp | 79.8%+15.8pp | 82.0%+13.7pp |
| Annual return | 14.40% | 41.94%-27.5pp | 45.09%-30.7pp | 302.83%-288.4pp |
| Employer contribution / active EE | $3,644 | $4,975-26.8% | $3,919-7.0% | $4,761-23.5% |
| Participant deferral / active EE | $6,872 | $5,911+16.3% | $5,048+36.1% | $5,982+14.9% |
| Admin fee / account holder | $1,229 | $11,736-89.5% | $8,927-86.2% | $11,246-89.1% |