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 | $240,889 | $46,553+417.5% | $64,056+276.1% | $75,163+220.5% |
| Participation rate | 98.4% | 65.9%+32.4pp | 72.3%+26.1pp | 67.2%+31.2pp |
| Annual return | 16.38% | 26.03%-9.6pp | 33.69%-17.3pp | 160.62%-144.2pp |
| Employer contribution / active EE | $3,451 | $1,974+74.9% | $2,747+25.7% | $2,670+29.3% |
| Participant deferral / active EE | $13,616 | $2,837+380.0% | $3,880+250.9% | $4,125+230.1% |
| Admin fee / account holder | $27,470 | $2,952+830.5% | $3,068+795.3% | $5,651+386.1% |