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 | $211,558 | $78,422+169.8% | $95,952+120.5% | $79,858+164.9% |
| Participation rate | 83.9% | 73.5%+10.4pp | 77.1%+6.8pp | 69.6%+14.2pp |
| Annual return | 10.55% | 19.37%-8.8pp | 91.61%-81.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $2,632 | $1,945+35.3% | $2,541+3.6% | $2,471+6.5% |
| Participant deferral / active EE | $5,373 | $3,440+56.2% | $4,167+28.9% | $3,740+43.7% |
| Admin fee / account holder | $35,145 | $5,622+525.1% | $6,795+417.2% | $5,306+562.3% |