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 | $228,831 | $74,888+205.6% | $71,209+221.4% | $142,382+60.7% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 14.83% | 345.14%-330.3pp | 282.51%-267.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,485 | $2,854-12.9% | $2,721-8.7% | $4,299-42.2% |
| Participant deferral / active EE | $7,237 | $4,454+62.5% | $4,175+73.3% | $6,507+11.2% |
| Admin fee / account holder | $511 | $5,568-90.8% | $5,349-90.5% | $12,624-96.0% |