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 | $240,525 | $116,175+107.0% | $93,606+157.0% | $152,861+57.3% |
| Participation rate | 84.6% | 78.0%+6.6pp | 75.8%+8.8pp | 82.4%+2.2pp |
| Annual return | 17.48% | 35.96%-18.5pp | 32.76%-15.3pp | 345.32%-327.8pp |
| Employer contribution / active EE | $3,365 | $3,218+4.6% | $2,718+23.8% | $4,762-29.3% |
| Participant deferral / active EE | $9,314 | $4,603+102.3% | $4,069+128.9% | $5,850+59.2% |
| Admin fee / account holder | $112,706 | $10,748+948.7% | $7,888+1328.8% | $11,596+871.9% |