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 | $243,232 | $111,754+117.6% | $103,333+135.4% | $145,922+66.7% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 14.78% | 24.77%-10.0pp | 24.88%-10.1pp | 561.29%-546.5pp |
| Employer contribution / active EE | $3,182 | $4,212-24.5% | $3,868-17.7% | $4,660-31.7% |
| Participant deferral / active EE | $11,565 | $5,619+105.8% | $5,057+128.7% | $6,688+72.9% |
| Admin fee / account holder | $14,381 | $9,750+47.5% | $8,355+72.1% | $13,397+7.3% |