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 | $214,837 | $179,726+19.5% | $156,263+37.5% | $142,382+50.9% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 17.81% | 77.86%-60.1pp | 59.47%-41.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $5,581 | $5,069+10.1% | $4,333+28.8% | $4,299+29.8% |
| Participant deferral / active EE | $10,494 | $6,956+50.9% | $6,158+70.4% | $6,507+61.3% |
| Admin fee / account holder | $7,809 | $17,272-54.8% | $14,255-45.2% | $12,624-38.1% |