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 | $219,193 | $102,317+114.2% | $146,958+49.2% | $80,856+171.1% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.2%+7.1pp | 67.6%+21.6pp |
| Annual return | 15.04% | 134.76%-119.7pp | 418.34%-403.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $3,615 | $3,713-2.6% | $4,933-26.7% | $2,755+31.2% |
| Participant deferral / active EE | $8,262 | $6,644+24.4% | $8,070+2.4% | $4,296+92.3% |
| Admin fee / account holder | $11,502 | $7,941+44.8% | $12,998-11.5% | $6,918+66.3% |