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 | $224,837 | $86,286+160.6% | $111,297+102.0% | $85,850+161.9% |
| Participation rate | 70.4% | 73.3%-2.9pp | 77.3%-6.9pp | 69.3%+1.1pp |
| Annual return | 17.42% | 19.99%-2.6pp | 54.65%-37.2pp | 318.53%-301.1pp |
| Employer contribution / active EE | $3,042 | $2,043+48.9% | $2,731+11.4% | $2,565+18.6% |
| Participant deferral / active EE | $5,156 | $3,641+41.6% | $4,487+14.9% | $3,952+30.5% |
| Admin fee / account holder | $38,821 | $8,188+374.1% | $7,964+387.5% | $6,260+520.2% |