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 | $249,271 | $183,519+35.8% | $155,509+60.3% | $145,922+70.8% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 44.35% | 61.17%-16.8pp | 64.67%-20.3pp | 561.29%-516.9pp |
| Employer contribution / active EE | $1,244 | $5,313-76.6% | $4,672-73.4% | $4,660-73.3% |
| Participant deferral / active EE | $2,824 | $6,462-56.3% | $5,626-49.8% | $6,688-57.8% |
| Admin fee / account holder | $41,780 | $19,313+116.3% | $15,912+162.6% | $13,397+211.9% |