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 | $247,858 | $48,795+408.0% | $65,493+278.4% | $84,808+192.3% |
| Participation rate | 90.6% | 67.0%+23.6pp | 73.1%+17.5pp | 68.3%+22.3pp |
| Annual return | 16.09% | 20.20%-4.1pp | 982.45%-966.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,443 | $1,930-25.2% | $2,574-43.9% | $2,631-45.1% |
| Participant deferral / active EE | $12,085 | $2,928+312.7% | $3,961+205.1% | $4,212+187.0% |
| Admin fee / account holder | $30,590 | $3,877+689.0% | $5,028+508.4% | $7,344+316.5% |