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 | $242,236 | $98,750+145.3% | $149,696+61.8% | $79,858+203.3% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.5%+14.8pp | 69.6%+27.7pp |
| Annual return | 14.15% | 27.43%-13.3pp | 276.60%-262.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,941 | $3,216-39.7% | $4,644-58.2% | $2,471-21.4% |
| Participant deferral / active EE | $11,366 | $5,680+100.1% | $6,842+66.1% | $3,740+203.9% |
| Admin fee / account holder | $1,659 | $6,053-72.6% | $9,309-82.2% | $5,306-68.7% |