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 | $220,352 | $91,538+140.7% | $129,995+69.5% | $75,163+193.2% |
| Participation rate | 80.6% | 71.4%+9.2pp | 78.5%+2.2pp | 67.2%+13.5pp |
| Annual return | 20.94% | -631.11%+652.1pp | -137.18%+158.1pp | 160.62%-139.7pp |
| Employer contribution / active EE | $1,492 | $2,845-47.5% | $4,320-65.5% | $2,670-44.1% |
| Participant deferral / active EE | $4,478 | $4,341+3.1% | $5,820-23.1% | $4,125+8.5% |
| Admin fee / account holder | $13,311 | $6,790+96.0% | $10,614+25.4% | $5,651+135.5% |