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 | $172,939 | $100,852+71.5% | $90,404+91.3% | $158,922+8.8% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 19.79% | 1724.20%-1704.4pp | 1293.02%-1273.2pp | 302.83%-283.0pp |
| Employer contribution / active EE | $2,256 | $3,689-38.8% | $3,262-30.8% | $4,761-52.6% |
| Participant deferral / active EE | $5,689 | $4,348+30.9% | $3,963+43.5% | $5,982-4.9% |
| Admin fee / account holder | $414 | $6,501-93.6% | $5,611-92.6% | $11,246-96.3% |