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 | $245,242 | $118,849+106.3% | $96,562+154.0% | $167,490+46.4% |
| Participation rate | 78.9% | 75.5%+3.5pp | 69.8%+9.1pp | 82.1%-3.2pp |
| Annual return | 15.90% | 50.49%-34.6pp | 37.78%-21.9pp | 478.56%-462.7pp |
| Employer contribution / active EE | $1,987 | $3,120-36.3% | $2,356-15.7% | $4,837-58.9% |
| Participant deferral / active EE | $5,973 | $4,616+29.4% | $3,849+55.2% | $6,341-5.8% |
| Admin fee / account holder | $12,812 | $8,065+58.9% | $6,181+107.3% | $12,309+4.1% |