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 | $111,535+111.4% | $105,223+124.1% | $137,256+71.8% |
| Participation rate | 90.5% | 78.1%+12.4pp | 75.0%+15.4pp | 80.0%+10.5pp |
| Annual return | 14.64% | 237.85%-223.2pp | 180.65%-166.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $4,706 | $3,939+19.5% | $3,689+27.6% | $4,156+13.2% |
| Participant deferral / active EE | $13,109 | $5,500+138.3% | $5,072+158.5% | $6,407+104.6% |
| Admin fee / account holder | $3,281 | $9,721-66.3% | $8,859-63.0% | $12,270-73.3% |