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 | $235,758 | $114,381+106.1% | $107,525+119.3% | $142,382+65.6% |
| Participation rate | 90.5% | 78.1%+12.3pp | 75.1%+15.4pp | 80.1%+10.4pp |
| Annual return | 14.64% | 242.71%-228.1pp | 181.32%-166.7pp | 217.08%-202.4pp |
| Employer contribution / active EE | $4,706 | $4,015+17.2% | $3,754+25.4% | $4,299+9.5% |
| Participant deferral / active EE | $13,109 | $5,564+135.6% | $5,116+156.3% | $6,507+101.5% |
| Admin fee / account holder | $3,281 | $9,860-66.7% | $8,919-63.2% | $12,624-74.0% |