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 | $196,837 | $98,750+99.3% | $149,696+31.5% | $79,858+146.5% |
| Participation rate | 75.8% | 75.8%0pp | 82.5%-6.7pp | 69.6%+6.1pp |
| Annual return | 21.80% | 27.43%-5.6pp | 276.60%-254.8pp | 31.71%-9.9pp |
| Employer contribution / active EE | $3,124 | $3,216-2.9% | $4,644-32.7% | $2,471+26.4% |
| Participant deferral / active EE | $9,415 | $5,680+65.8% | $6,842+37.6% | $3,740+151.7% |
| Admin fee / account holder | $29,567 | $6,053+388.5% | $9,309+217.6% | $5,306+457.2% |