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 | $244,186 | $102,616+138.0% | $81,983+197.9% | $158,922+53.7% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.2%+5.8pp | 82.0%-7.0pp |
| Annual return | 17.45% | 61.04%-43.6pp | 41.31%-23.9pp | 302.83%-285.4pp |
| Employer contribution / active EE | $4,817 | $3,240+48.7% | $2,498+92.8% | $4,761+1.2% |
| Participant deferral / active EE | $6,171 | $4,648+32.8% | $3,722+65.8% | $5,982+3.2% |
| Admin fee / account holder | $224,251 | $8,235+2623.2% | $5,664+3859.4% | $11,246+1894.1% |