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 | $231,050 | $116,175+98.9% | $93,606+146.8% | $152,861+51.2% |
| Participation rate | 87.5% | 78.0%+9.5pp | 75.8%+11.7pp | 82.4%+5.1pp |
| Annual return | 18.45% | 35.96%-17.5pp | 32.76%-14.3pp | 345.32%-326.9pp |
| Employer contribution / active EE | $3,396 | $3,218+5.5% | $2,718+25.0% | $4,762-28.7% |
| Participant deferral / active EE | $9,018 | $4,603+95.9% | $4,069+121.7% | $5,850+54.2% |
| Admin fee / account holder | $803 | $10,748-92.5% | $7,888-89.8% | $11,596-93.1% |