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 | $243,012 | $100,754+141.2% | $86,677+180.4% | $134,475+80.7% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | 2.84% | 29.04%-26.2pp | 35.91%-33.1pp | 417.96%-415.1pp |
| Employer contribution / active EE | $3,048 | $3,489-12.6% | $2,836+7.5% | $4,740-35.7% |
| Participant deferral / active EE | $9,022 | $5,338+69.0% | $4,656+93.8% | $6,400+41.0% |
| Admin fee / account holder | $101,113 | $10,926+825.4% | $7,493+1249.4% | $11,426+784.9% |