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 | $249,583 | $112,096+122.7% | $95,952+160.1% | $158,922+57.0% |
| Participation rate | 94.4% | 79.0%+15.5pp | 77.1%+17.4pp | 82.0%+12.5pp |
| Annual return | 15.14% | 171.09%-156.0pp | 91.61%-76.5pp | 302.83%-287.7pp |
| Employer contribution / active EE | $2,922 | $3,198-8.6% | $2,541+15.0% | $4,761-38.6% |
| Participant deferral / active EE | $7,079 | $4,784+48.0% | $4,167+69.9% | $5,982+18.3% |
| Admin fee / account holder | $31,962 | $10,130+215.5% | $6,795+370.4% | $11,246+184.2% |