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 | $222,514 | $98,750+125.3% | $149,696+48.6% | $79,858+178.6% |
| Participation rate | 90.6% | 75.8%+14.9pp | 82.5%+8.1pp | 69.6%+21.0pp |
| Annual return | 16.49% | 27.43%-10.9pp | 276.60%-260.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,317 | $3,216-59.1% | $4,644-71.6% | $2,471-46.7% |
| Participant deferral / active EE | $12,374 | $5,680+117.9% | $6,842+80.9% | $3,740+230.9% |
| Admin fee / account holder | $3,968 | $6,053-34.4% | $9,309-57.4% | $5,306-25.2% |