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 | $223,605 | $180,028+24.2% | $138,135+61.9% | $158,922+40.7% |
| Participation rate | 76.9% | 82.2%-5.3pp | 78.7%-1.8pp | 82.0%-5.0pp |
| Annual return | 23.10% | 21.68%+1.4pp | 20.51%+2.6pp | 302.83%-279.7pp |
| Employer contribution / active EE | $2,922 | $7,470-60.9% | $5,587-47.7% | $4,761-38.6% |
| Participant deferral / active EE | $3,526 | $7,717-54.3% | $6,431-45.2% | $5,982-41.1% |
| Admin fee / account holder | $77,240 | $17,912+331.2% | $11,856+551.5% | $11,246+586.8% |