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 | $243,468 | $60,124+304.9% | $90,404+169.3% | $79,858+204.9% |
| Participation rate | 72.0% | 65.0%+7.0pp | 72.7%-0.7pp | 69.6%+2.4pp |
| Annual return | 17.34% | 71.94%-54.6pp | 1293.02%-1275.7pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,221 | $2,068-41.0% | $3,262-62.6% | $2,471-50.6% |
| Participant deferral / active EE | $3,720 | $2,938+26.6% | $3,963-6.1% | $3,740-0.5% |
| Admin fee / account holder | $12,097 | $3,976+204.2% | $5,611+115.6% | $5,306+128.0% |