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 | $232,689 | $63,346+267.3% | $92,233+152.3% | $70,131+231.8% |
| Participation rate | 86.0% | 68.7%+17.4pp | 76.5%+9.6pp | 69.5%+16.5pp |
| Annual return | 14.45% | 530.12%-515.7pp | 176.28%-161.8pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,468 | $2,471-40.6% | $3,679-60.1% | $2,342-37.3% |
| Participant deferral / active EE | $5,270 | $2,854+84.7% | $3,897+35.3% | $3,332+58.2% |
| Admin fee / account holder | $1,330 | $3,840-65.4% | $5,194-74.4% | $4,645-71.4% |