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 | $194,686 | $112,881+72.5% | $90,951+114.1% | $158,922+22.5% |
| Participation rate | 90.0% | 74.7%+15.3pp | 69.0%+21.0pp | 82.0%+8.0pp |
| Annual return | 5.14% | 215.79%-210.7pp | 134.60%-129.5pp | 302.83%-297.7pp |
| Employer contribution / active EE | $1,841 | $2,893-36.4% | $2,122-13.2% | $4,761-61.3% |
| Participant deferral / active EE | $6,054 | $4,128+46.7% | $3,373+79.5% | $5,982+1.2% |
| Admin fee / account holder | $8,478 | $8,041+5.4% | $5,959+42.3% | $11,246-24.6% |