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 | $236,926 | $73,933+220.5% | $96,683+145.1% | $75,163+215.2% |
| Participation rate | 83.1% | 66.4%+16.6pp | 74.3%+8.7pp | 67.2%+15.9pp |
| Annual return | 23.32% | 26.70%-3.4pp | 35.69%-12.4pp | 160.62%-137.3pp |
| Employer contribution / active EE | $2,684 | $2,928-8.3% | $3,737-28.2% | $2,670+0.5% |
| Participant deferral / active EE | $5,500 | $3,659+50.3% | $4,878+12.8% | $4,125+33.3% |
| Admin fee / account holder | $15,974 | $5,216+206.2% | $6,730+137.4% | $5,651+182.7% |