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 | $245,715 | $114,381+114.8% | $107,525+128.5% | $142,382+72.6% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.1%+1.8pp | 80.1%-3.2pp |
| Annual return | 13.30% | 242.71%-229.4pp | 181.32%-168.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $5,215 | $4,015+29.9% | $3,754+38.9% | $4,299+21.3% |
| Participant deferral / active EE | $8,829 | $5,564+58.7% | $5,116+72.6% | $6,507+35.7% |
| Admin fee / account holder | $49,054 | $9,860+397.5% | $8,919+450.0% | $12,624+288.6% |