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 | $243,194 | $71,050+242.3% | $93,606+159.8% | $80,856+200.8% |
| Participation rate | 71.1% | 60.4%+10.6pp | 68.7%+2.3pp | 67.6%+3.4pp |
| Annual return | 29.12% | 11.26%+17.9pp | 133.20%-104.1pp | 35.59%-6.5pp |
| Employer contribution / active EE | $1,529 | $1,564-2.2% | $2,420-36.8% | $2,755-44.5% |
| Participant deferral / active EE | $3,942 | $4,034-2.3% | $4,411-10.6% | $4,296-8.2% |
| Admin fee / account holder | $36,236 | $6,945+421.8% | $8,285+337.4% | $6,918+423.8% |