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 | $241,372 | $117,983+104.6% | $101,794+137.1% | $142,382+69.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.66% | 36.92%-21.3pp | 30.53%-14.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,869 | $2,773-32.6% | $2,289-18.3% | $4,299-56.5% |
| Participant deferral / active EE | $1,946 | $4,714-58.7% | $4,084-52.3% | $6,507-70.1% |
| Admin fee / account holder | $15,364 | $10,433+47.3% | $8,777+75.1% | $12,624+21.7% |