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 | $222,266 | $89,355+148.7% | $141,162+57.5% | $72,985+204.5% |
| Participation rate | 89.6% | 75.1%+14.5pp | 82.5%+7.1pp | 69.5%+20.1pp |
| Annual return | 26.05% | 111.85%-85.8pp | 71.39%-45.3pp | 81.00%-55.0pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $13,494 | $5,418+149.0% | $6,709+101.1% | $3,607+274.1% |
| Admin fee / account holder | $11,237 | $5,958+88.6% | $10,261+9.5% | $5,124+119.3% |