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 | $225,533 | $102,382+120.3% | $147,005+53.4% | $80,874+178.9% |
| Participation rate | 84.5% | 75.8%+8.6pp | 82.2%+2.3pp | 67.6%+16.8pp |
| Annual return | 14.44% | 134.89%-120.5pp | 418.76%-404.3pp | 35.62%-21.2pp |
| Employer contribution / active EE | $3,569 | $3,715-3.9% | $4,934-27.7% | $2,756+29.5% |
| Participant deferral / active EE | $8,967 | $6,646+34.9% | $8,070+11.1% | $4,297+108.7% |
| Admin fee / account holder | $4,554 | $7,942-42.7% | $13,006-65.0% | $6,935-34.3% |