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 | $235,399 | $69,515+238.6% | $86,874+171.0% | $85,850+174.2% |
| Participation rate | 89.6% | 66.3%+23.2pp | 71.6%+17.9pp | 69.3%+20.2pp |
| Annual return | 12.03% | 20.12%-8.1pp | 63.52%-51.5pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,981 | $1,880+5.3% | $2,495-20.6% | $2,565-22.8% |
| Participant deferral / active EE | $8,684 | $2,919+197.5% | $3,699+134.8% | $3,952+119.7% |
| Admin fee / account holder | $4,379 | $5,972-26.7% | $5,828-24.9% | $6,260-30.0% |