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 | $241,283 | $91,552+163.5% | $133,956+80.1% | $79,858+202.1% |
| Participation rate | 86.7% | 73.3%+13.3pp | 79.8%+6.8pp | 69.6%+17.0pp |
| Annual return | 18.24% | 61.85%-43.6pp | 45.09%-26.9pp | 31.71%-13.5pp |
| Employer contribution / active EE | $2,500 | $2,384+4.9% | $3,919-36.2% | $2,471+1.2% |
| Participant deferral / active EE | $6,189 | $3,733+65.8% | $5,048+22.6% | $3,740+65.5% |
| Admin fee / account holder | $3,370 | $6,321-46.7% | $8,927-62.3% | $5,306-36.5% |