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 | $241,911 | $105,181+130.0% | $159,436+51.7% | $85,850+181.8% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.8%-7.8pp | 69.3%+5.7pp |
| Annual return | 17.28% | 45.07%-27.8pp | 263.57%-246.3pp | 318.53%-301.3pp |
| Employer contribution / active EE | $3,863 | $3,318+16.4% | $4,829-20.0% | $2,565+50.6% |
| Participant deferral / active EE | $6,857 | $5,945+15.3% | $7,352-6.7% | $3,952+73.5% |
| Admin fee / account holder | $2,581 | $6,933-62.8% | $10,799-76.1% | $6,260-58.8% |