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 | $222,992 | $98,750+125.8% | $149,696+49.0% | $79,858+179.2% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.5%+16.1pp | 69.6%+29.0pp |
| Annual return | 18.02% | 27.43%-9.4pp | 276.60%-258.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $3,330 | $3,216+3.5% | $4,644-28.3% | $2,471+34.8% |
| Participant deferral / active EE | $10,516 | $5,680+85.1% | $6,842+53.7% | $3,740+181.2% |
| Admin fee / account holder | $4,049 | $6,053-33.1% | $9,309-56.5% | $5,306-23.7% |