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 | $242,964 | $91,538+165.4% | $129,995+86.9% | $75,163+223.2% |
| Participation rate | 71.4% | 71.4%0pp | 78.5%-7.1pp | 67.2%+4.2pp |
| Annual return | 19.41% | -631.11%+650.5pp | -137.18%+156.6pp | 160.62%-141.2pp |
| Employer contribution / active EE | $3,106 | $2,845+9.2% | $4,320-28.1% | $2,670+16.3% |
| Participant deferral / active EE | $7,610 | $4,341+75.3% | $5,820+30.7% | $4,125+84.5% |
| Admin fee / account holder | $12,845 | $6,790+89.2% | $10,614+21.0% | $5,651+127.3% |