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 | $195,276 | $107,334+81.9% | $92,893+110.2% | $152,861+27.7% |
| Participation rate | 86.4% | 79.8%+6.6pp | 76.0%+10.4pp | 82.4%+3.9pp |
| Annual return | 22.93% | 145.58%-122.6pp | 109.41%-86.5pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,399 | $4,221-66.9% | $3,653-61.7% | $4,762-70.6% |
| Participant deferral / active EE | $8,348 | $4,845+72.3% | $4,236+97.1% | $5,850+42.7% |
| Admin fee / account holder | $9,602 | $7,079+35.6% | $5,794+65.7% | $11,596-17.2% |