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 | $249,656 | $111,301+124.3% | $112,977+121.0% | $158,922+57.1% |
| Participation rate | 92.9% | 83.5%+9.4pp | 82.6%+10.3pp | 82.0%+10.9pp |
| Annual return | 10.14% | 26.40%-16.3pp | 24.24%-14.1pp | 302.83%-292.7pp |
| Employer contribution / active EE | $5,955 | $4,471+33.2% | $4,255+40.0% | $4,761+25.1% |
| Participant deferral / active EE | $4,625 | $5,880-21.3% | $5,836-20.7% | $5,982-22.7% |
| Admin fee / account holder | $31,568 | $8,392+276.2% | $6,294+401.6% | $11,246+180.7% |