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 | $223,399 | $144,119+55.0% | $117,854+89.6% | $147,584+51.4% |
| Participation rate | 81.8% | 83.4%-1.6pp | 79.7%+2.2pp | 82.8%-1.0pp |
| Annual return | 11.33% | 531.15%-519.8pp | 335.08%-323.7pp | 578.55%-567.2pp |
| Employer contribution / active EE | $2,232 | $4,896-54.4% | $3,786-41.0% | $4,876-54.2% |
| Participant deferral / active EE | $13,805 | $5,316+159.7% | $4,482+208.0% | $5,439+153.8% |
| Admin fee / account holder | $1,034 | $10,886-90.5% | $8,020-87.1% | $10,885-90.5% |