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 | $249,127 | $106,890+133.1% | $84,015+196.5% | $152,861+63.0% |
| Participation rate | 87.5% | 75.2%+12.3pp | 69.0%+18.5pp | 82.4%+5.1pp |
| Annual return | 23.41% | 104.99%-81.6pp | 71.31%-47.9pp | 345.32%-321.9pp |
| Employer contribution / active EE | $1,579 | $2,734-42.3% | $1,983-20.4% | $4,762-66.8% |
| Participant deferral / active EE | $1,763 | $4,011-56.0% | $3,239-45.6% | $5,850-69.9% |
| Admin fee / account holder | $2,862 | $8,285-65.5% | $6,101-53.1% | $11,596-75.3% |