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 | $245,771 | $114,381+114.9% | $107,525+128.6% | $142,382+72.6% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 12.64% | 242.71%-230.1pp | 181.32%-168.7pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,206 | $4,015-45.1% | $3,754-41.2% | $4,299-48.7% |
| Participant deferral / active EE | $6,983 | $5,564+25.5% | $5,116+36.5% | $6,507+7.3% |
| Admin fee / account holder | $50,473 | $9,860+411.9% | $8,919+465.9% | $12,624+299.8% |