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 | $225,337 | $113,339+98.8% | $94,993+137.2% | $147,584+52.7% |
| Participation rate | 91.3% | 78.0%+13.3pp | 73.9%+17.4pp | 82.8%+8.5pp |
| Annual return | 14.93% | 20.77%-5.8pp | 27.12%-12.2pp | 578.55%-563.6pp |
| Employer contribution / active EE | $3,478 | $3,160+10.1% | $2,603+33.6% | $4,876-28.7% |
| Participant deferral / active EE | $3,709 | $3,777-1.8% | $3,317+11.8% | $5,439-31.8% |
| Admin fee / account holder | $22,449 | $6,063+270.3% | $4,960+352.6% | $10,885+106.2% |