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 | $235,279 | $102,317+130.0% | $146,958+60.1% | $80,856+191.0% |
| Participation rate | 70.8% | 75.8%-5.0pp | 82.2%-11.4pp | 67.6%+3.1pp |
| Annual return | 14.59% | 134.76%-120.2pp | 418.34%-403.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $3,187 | $3,713-14.2% | $4,933-35.4% | $2,755+15.7% |
| Participant deferral / active EE | $10,016 | $6,644+50.8% | $8,070+24.1% | $4,296+133.2% |
| Admin fee / account holder | $10,310 | $7,941+29.8% | $12,998-20.7% | $6,918+49.0% |