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 | $230,402 | $78,422+193.8% | $95,952+140.1% | $79,858+188.5% |
| Participation rate | 77.3% | 73.5%+3.8pp | 77.1%+0.2pp | 69.6%+7.6pp |
| Annual return | 16.78% | 19.37%-2.6pp | 91.61%-74.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,217 | $1,945-37.4% | $2,541-52.1% | $2,471-50.7% |
| Participant deferral / active EE | $7,348 | $3,440+113.6% | $4,167+76.3% | $3,740+96.5% |
| Admin fee / account holder | $21,607 | $5,622+284.3% | $6,795+218.0% | $5,306+307.2% |