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 | $247,105 | $100,041+147.0% | $149,718+65.0% | $70,131+252.3% |
| Participation rate | 80.0% | 83.6%-3.6pp | 87.1%-7.1pp | 69.5%+10.5pp |
| Annual return | 14.08% | 27.43%-13.3pp | 1501.63%-1487.5pp | 73.14%-59.1pp |
| Employer contribution / active EE | $3,644 | $3,662-0.5% | $5,445-33.1% | $2,342+55.6% |
| Participant deferral / active EE | $11,879 | $4,983+138.4% | $6,569+80.8% | $3,332+256.5% |
| Admin fee / account holder | $8,859 | $8,286+6.9% | $11,283-21.5% | $4,645+90.7% |