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 | $220,351 | $159,901+37.8% | $146,958+49.9% | $145,922+51.0% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 12.31% | 98.13%-85.8pp | 418.34%-406.0pp | 561.29%-549.0pp |
| Employer contribution / active EE | $3,564 | $5,286-32.6% | $4,933-27.8% | $4,660-23.5% |
| Participant deferral / active EE | $9,863 | $8,428+17.0% | $8,070+22.2% | $6,688+47.5% |
| Admin fee / account holder | $22,367 | $15,044+48.7% | $12,998+72.1% | $13,397+67.0% |