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 | $239,866 | $91,552+162.0% | $133,956+79.1% | $79,858+200.4% |
| Participation rate | 77.3% | 73.3%+3.9pp | 79.8%-2.6pp | 69.6%+7.6pp |
| Annual return | 16.96% | 61.85%-44.9pp | 45.09%-28.1pp | 31.71%-14.8pp |
| Employer contribution / active EE | $2,464 | $2,384+3.4% | $3,919-37.1% | $2,471-0.3% |
| Participant deferral / active EE | $7,948 | $3,733+112.9% | $5,048+57.5% | $3,740+112.5% |
| Admin fee / account holder | $5,000 | $6,321-20.9% | $8,927-44.0% | $5,306-5.8% |