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 | $240,446 | $109,881+118.8% | $150,045+60.2% | $84,808+183.5% |
| Participation rate | 76.0% | 76.1%-0.1pp | 82.3%-6.3pp | 68.3%+7.7pp |
| Annual return | 18.09% | 28.25%-10.2pp | 62.55%-44.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $4,956 | $3,561+39.2% | $4,693+5.6% | $2,631+88.4% |
| Participant deferral / active EE | $8,826 | $6,636+33.0% | $7,997+10.4% | $4,212+109.6% |
| Admin fee / account holder | $2,038 | $8,568-76.2% | $13,435-84.8% | $7,344-72.2% |