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 | $227,598 | $114,381+99.0% | $107,525+111.7% | $142,382+59.8% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.1%+18.3pp | 80.1%+13.2pp |
| Annual return | 21.01% | 242.71%-221.7pp | 181.32%-160.3pp | 217.08%-196.1pp |
| Employer contribution / active EE | $4,463 | $4,015+11.2% | $3,754+18.9% | $4,299+3.8% |
| Participant deferral / active EE | $16,734 | $5,564+200.7% | $5,116+227.1% | $6,507+157.2% |
| Admin fee / account holder | $414 | $9,860-95.8% | $8,919-95.4% | $12,624-96.7% |