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 | $242,161 | $98,750+145.2% | $149,696+61.8% | $79,858+203.2% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.5%+1.5pp | 69.6%+14.4pp |
| Annual return | 14.13% | 27.43%-13.3pp | 276.60%-262.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $3,543 | $3,216+10.2% | $4,644-23.7% | $2,471+43.4% |
| Participant deferral / active EE | $9,959 | $5,680+75.3% | $6,842+45.6% | $3,740+166.3% |
| Admin fee / account holder | $21,840 | $6,053+260.8% | $9,309+134.6% | $5,306+311.6% |