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 | $209,473 | $104,974+99.5% | $95,585+119.1% | $142,382+47.1% |
| Participation rate | 72.7% | 75.0%-2.2pp | 72.1%+0.7pp | 80.1%-7.4pp |
| Annual return | 14.75% | 210.33%-195.6pp | 38.56%-23.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $4,120 | $2,779+48.3% | $2,527+63.1% | $4,299-4.2% |
| Participant deferral / active EE | $9,689 | $4,352+122.6% | $4,023+140.9% | $6,507+48.9% |
| Admin fee / account holder | $2,370 | $6,386-62.9% | $6,127-61.3% | $12,624-81.2% |