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 | $222,176 | $114,381+94.2% | $107,525+106.6% | $142,382+56.0% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.1%+19.0pp | 80.1%+14.0pp |
| Annual return | 16.82% | 242.71%-225.9pp | 181.32%-164.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $16,273 | $4,015+305.3% | $3,754+333.5% | $4,299+278.5% |
| Participant deferral / active EE | $5,850 | $5,564+5.1% | $5,116+14.3% | $6,507-10.1% |
| Admin fee / account holder | $662 | $9,860-93.3% | $8,919-92.6% | $12,624-94.8% |