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 | $222,814 | $152,587+46.0% | $125,175+78.0% | $152,861+45.8% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 17.97% | 54.84%-36.9pp | 43.79%-25.8pp | 345.32%-327.3pp |
| Employer contribution / active EE | $2,138 | $4,946-56.8% | $3,865-44.7% | $4,762-55.1% |
| Participant deferral / active EE | $7,197 | $5,868+22.7% | $4,937+45.8% | $5,850+23.0% |
| Admin fee / account holder | $1,045 | $13,434-92.2% | $9,702-89.2% | $11,596-91.0% |