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 | $245,925 | $88,672+177.3% | $105,223+133.7% | $82,448+198.3% |
| Participation rate | 79.2% | 67.9%+11.2pp | 75.0%+4.1pp | 68.1%+11.1pp |
| Annual return | 18.17% | 30.86%-12.7pp | 180.65%-162.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $3,164 | $3,048+3.8% | $3,689-14.2% | $2,551+24.0% |
| Participant deferral / active EE | $8,349 | $4,036+106.9% | $5,072+64.6% | $4,139+101.7% |
| Admin fee / account holder | $6,456 | $7,146-9.7% | $8,859-27.1% | $7,234-10.8% |