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 | $202,690 | $102,317+98.1% | $146,958+37.9% | $80,856+150.7% |
| Participation rate | 71.4% | 75.8%-4.4pp | 82.2%-10.7pp | 67.6%+3.8pp |
| Annual return | 16.90% | 134.76%-117.9pp | 418.34%-401.4pp | 35.59%-18.7pp |
| Employer contribution / active EE | $3,113 | $3,713-16.2% | $4,933-36.9% | $2,755+13.0% |
| Participant deferral / active EE | $8,409 | $6,644+26.6% | $8,070+4.2% | $4,296+95.7% |
| Admin fee / account holder | $5,737 | $7,941-27.8% | $12,998-55.9% | $6,918-17.1% |