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 | $243,573 | $86,286+182.3% | $111,297+118.8% | $85,850+183.7% |
| Participation rate | 81.6% | 73.3%+8.3pp | 77.3%+4.3pp | 69.3%+12.3pp |
| Annual return | 17.38% | 19.99%-2.6pp | 54.65%-37.3pp | 318.53%-301.2pp |
| Employer contribution / active EE | $1,737 | $2,043-15.0% | $2,731-36.4% | $2,565-32.3% |
| Participant deferral / active EE | $5,142 | $3,641+41.2% | $4,487+14.6% | $3,952+30.1% |
| Admin fee / account holder | $41,103 | $8,188+402.0% | $7,964+416.1% | $6,260+556.6% |