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 | $156,200 | $110,257+41.7% | $96,544+61.8% | $139,434+12.0% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 17.90% | 26.32%-8.4pp | 25.84%-7.9pp | 372.94%-355.0pp |
| Employer contribution / active EE | $3,425 | $3,620-5.4% | $2,965+15.5% | $4,751-27.9% |
| Participant deferral / active EE | $7,999 | $5,548+44.2% | $4,851+64.9% | $6,710+19.2% |
| Admin fee / account holder | $847 | $11,591-92.7% | $8,252-89.7% | $11,403-92.6% |