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 | $181,680 | $102,604+77.1% | $86,188+110.8% | $139,434+30.3% |
| Participation rate | 94.1% | 74.5%+19.6pp | 69.0%+25.2pp | 80.3%+13.8pp |
| Annual return | 16.68% | 1922.51%-1905.8pp | 1168.45%-1151.8pp | 372.94%-356.3pp |
| Employer contribution / active EE | $1,700 | $3,032-43.9% | $2,380-28.6% | $4,751-64.2% |
| Participant deferral / active EE | $7,658 | $4,676+63.8% | $3,985+92.1% | $6,710+14.1% |
| Admin fee / account holder | $317 | $8,657-96.3% | $6,852-95.4% | $11,403-97.2% |