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 | $248,171 | $73,933+235.7% | $96,683+156.7% | $75,163+230.2% |
| Participation rate | 90.0% | 66.4%+23.6pp | 74.3%+15.7pp | 67.2%+22.8pp |
| Annual return | 14.20% | 26.70%-12.5pp | 35.69%-21.5pp | 160.62%-146.4pp |
| Employer contribution / active EE | $2,412 | $2,928-17.6% | $3,737-35.5% | $2,670-9.7% |
| Participant deferral / active EE | $8,229 | $3,659+124.9% | $4,878+68.7% | $4,125+99.5% |
| Admin fee / account holder | $8,333 | $5,216+59.8% | $6,730+23.8% | $5,651+47.5% |