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 | $240,012 | $117,841+103.7% | $102,423+134.3% | $145,922+64.5% |
| Participation rate | 94.1% | 78.6%+15.5pp | 76.5%+17.6pp | 80.3%+13.8pp |
| Annual return | 16.01% | 31.65%-15.6pp | 29.32%-13.3pp | 561.29%-545.3pp |
| Employer contribution / active EE | $14,005 | $3,615+287.4% | $3,023+363.2% | $4,660+200.6% |
| Participant deferral / active EE | $8,122 | $5,731+41.7% | $5,053+60.7% | $6,688+21.5% |
| Admin fee / account holder | $55,904 | $13,326+319.5% | $9,451+491.5% | $13,397+317.3% |