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 | $215,744 | $78,422+175.1% | $95,952+124.8% | $79,858+170.2% |
| Participation rate | 97.1% | 73.5%+23.7pp | 77.1%+20.1pp | 69.6%+27.5pp |
| Annual return | 12.08% | 19.37%-7.3pp | 91.61%-79.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $12,857 | $1,945+561.0% | $2,541+406.0% | $2,471+420.4% |
| Participant deferral / active EE | $2,495 | $3,440-27.5% | $4,167-40.1% | $3,740-33.3% |
| Admin fee / account holder | $3,674 | $5,622-34.6% | $6,795-45.9% | $5,306-30.8% |