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 | $203,239 | $117,983+72.3% | $101,794+99.7% | $142,382+42.7% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 12.76% | 36.92%-24.2pp | 30.53%-17.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $699 | $2,773-74.8% | $2,289-69.5% | $4,299-83.7% |
| Participant deferral / active EE | $1,474 | $4,714-68.7% | $4,084-63.9% | $6,507-77.4% |
| Admin fee / account holder | $26,028 | $10,433+149.5% | $8,777+196.5% | $12,624+106.2% |