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 | $231,504 | $105,181+120.1% | $159,436+45.2% | $85,850+169.7% |
| Participation rate | 81.3% | 75.8%+5.5pp | 82.8%-1.6pp | 69.3%+11.9pp |
| Annual return | 13.56% | 45.07%-31.5pp | 263.57%-250.0pp | 318.53%-305.0pp |
| Employer contribution / active EE | $3,660 | $3,318+10.3% | $4,829-24.2% | $2,565+42.7% |
| Participant deferral / active EE | $8,719 | $5,945+46.7% | $7,352+18.6% | $3,952+120.6% |
| Admin fee / account holder | $4,208 | $6,933-39.3% | $10,799-61.0% | $6,260-32.8% |