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 | $225,811 | $98,750+128.7% | $149,696+50.8% | $79,858+182.8% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.5%-2.5pp | 69.6%+10.4pp |
| Annual return | 18.63% | 27.43%-8.8pp | 276.60%-258.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,554 | $3,216-51.7% | $4,644-66.5% | $2,471-37.1% |
| Participant deferral / active EE | $10,205 | $5,680+79.7% | $6,842+49.2% | $3,740+172.8% |
| Admin fee / account holder | $3,114 | $6,053-48.6% | $9,309-66.5% | $5,306-41.3% |