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 | $239,602 | $91,538+161.8% | $129,995+84.3% | $75,163+218.8% |
| Participation rate | 84.0% | 71.4%+12.6pp | 78.5%+5.5pp | 67.2%+16.8pp |
| Annual return | 15.73% | -631.11%+646.8pp | -137.18%+152.9pp | 160.62%-144.9pp |
| Employer contribution / active EE | $3,924 | $2,845+37.9% | $4,320-9.2% | $2,670+47.0% |
| Participant deferral / active EE | $9,333 | $4,341+115.0% | $5,820+60.4% | $4,125+126.3% |
| Admin fee / account holder | $5,318 | $6,790-21.7% | $10,614-49.9% | $5,651-5.9% |