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 | $232,171 | $91,190+154.6% | $178,490+30.1% | $79,858+190.7% |
| Participation rate | 93.1% | 69.2%+23.9pp | 81.9%+11.2pp | 69.6%+23.5pp |
| Annual return | 10.68% | 24.19%-13.5pp | 151.07%-140.4pp | 31.71%-21.0pp |
| Employer contribution / active EE | $10,008 | $3,256+207.4% | $5,011+99.7% | $2,471+305.0% |
| Participant deferral / active EE | $7,916 | $3,236+144.6% | $5,202+52.2% | $3,740+111.7% |
| Admin fee / account holder | $605 | $6,751-91.0% | $13,984-95.7% | $5,306-88.6% |