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 | $242,398 | $102,382+136.8% | $147,005+64.9% | $80,874+199.7% |
| Participation rate | 83.3% | 75.8%+7.5pp | 82.2%+1.2pp | 67.6%+15.7pp |
| Annual return | 15.25% | 134.89%-119.6pp | 418.76%-403.5pp | 35.62%-20.4pp |
| Employer contribution / active EE | $2,304 | $3,715-38.0% | $4,934-53.3% | $2,756-16.4% |
| Participant deferral / active EE | $8,508 | $6,646+28.0% | $8,070+5.4% | $4,297+98.0% |
| Admin fee / account holder | $9,739 | $7,942+22.6% | $13,006-25.1% | $6,935+40.4% |