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 | $235,203 | $85,202+176.1% | $172,739+36.2% | $72,985+222.3% |
| Participation rate | 96.8% | 70.1%+26.8pp | 82.6%+14.2pp | 69.5%+27.3pp |
| Annual return | 20.29% | 27.32%-7.0pp | 802.84%-782.5pp | 81.00%-60.7pp |
| Employer contribution / active EE | $1,690 | $3,324-49.2% | $5,143-67.1% | $2,440-30.7% |
| Participant deferral / active EE | $7,889 | $3,260+142.0% | $5,198+51.8% | $3,607+118.7% |
| Admin fee / account holder | $5,696 | $5,884-3.2% | $13,954-59.2% | $5,124+11.1% |