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 | $237,206 | $124,281+90.9% | $109,143+117.3% | $167,490+41.6% |
| Participation rate | 88.9% | 79.4%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 12.20% | 26.04%-13.8pp | 25.75%-13.6pp | 478.56%-466.4pp |
| Employer contribution / active EE | $1,597 | $4,207-62.0% | $3,722-57.1% | $4,837-67.0% |
| Participant deferral / active EE | $3,310 | $5,255-37.0% | $4,653-28.9% | $6,341-47.8% |
| Admin fee / account holder | $46,209 | $7,970+479.8% | $6,752+584.3% | $12,309+275.4% |