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 | $238,159 | $102,382+132.6% | $147,005+62.0% | $80,874+194.5% |
| Participation rate | 97.8% | 75.8%+22.0pp | 82.2%+15.7pp | 67.6%+30.2pp |
| Annual return | 15.44% | 134.89%-119.4pp | 418.76%-403.3pp | 35.62%-20.2pp |
| Employer contribution / active EE | $3,933 | $3,715+5.9% | $4,934-20.3% | $2,756+42.7% |
| Participant deferral / active EE | $9,882 | $6,646+48.7% | $8,070+22.5% | $4,297+130.0% |
| Admin fee / account holder | $3,214 | $7,942-59.5% | $13,006-75.3% | $6,935-53.7% |