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 | $216,295 | $104,974+106.0% | $95,585+126.3% | $142,382+51.9% |
| Participation rate | 93.3% | 75.0%+18.4pp | 72.1%+21.3pp | 80.1%+13.2pp |
| Annual return | 17.13% | 210.33%-193.2pp | 38.56%-21.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $3,314 | $2,779+19.3% | $2,527+31.2% | $4,299-22.9% |
| Participant deferral / active EE | $3,122 | $4,352-28.3% | $4,023-22.4% | $6,507-52.0% |
| Admin fee / account holder | $15,565 | $6,386+143.7% | $6,127+154.0% | $12,624+23.3% |