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 | $218,214 | $112,096+94.7% | $95,952+127.4% | $158,922+37.3% |
| Participation rate | 92.3% | 79.0%+13.3pp | 77.1%+15.2pp | 82.0%+10.3pp |
| Annual return | 7.23% | 171.09%-163.9pp | 91.61%-84.4pp | 302.83%-295.6pp |
| Employer contribution / active EE | $1,190 | $3,198-62.8% | $2,541-53.2% | $4,761-75.0% |
| Participant deferral / active EE | $2,271 | $4,784-52.5% | $4,167-45.5% | $5,982-62.0% |
| Admin fee / account holder | $3,456 | $10,130-65.9% | $6,795-49.1% | $11,246-69.3% |