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 8-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 | $240,573 | $80,717+198.0% | $154,803+55.4% | $84,808+183.7% |
| Participation rate | 85.3% | 66.8%+18.5pp | 78.1%+7.2pp | 68.3%+17.0pp |
| Annual return | 15.23% | 37.96%-22.7pp | 58.88%-43.7pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,879 | $2,761-32.0% | $4,305-56.4% | $2,631-28.6% |
| Participant deferral / active EE | $1,081 | $3,303-67.3% | $5,540-80.5% | $4,212-74.3% |
| Admin fee / account holder | $37,792 | $6,746+460.2% | $14,329+163.7% | $7,344+414.6% |