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 | $181,650 | $104,664+73.6% | $85,682+112.0% | $167,490+8.5% |
| Participation rate | 88.9% | 76.4%+12.5pp | 69.9%+19.0pp | 82.1%+6.8pp |
| Annual return | 20.50% | 21.45%-0.9pp | 21.49%-1.0pp | 478.56%-458.1pp |
| Employer contribution / active EE | $10,821 | $3,337+224.3% | $2,618+313.3% | $4,837+123.7% |
| Participant deferral / active EE | $10,502 | $4,824+117.7% | $3,923+167.7% | $6,341+65.6% |
| Admin fee / account holder | $607 | $10,032-94.0% | $6,873-91.2% | $12,309-95.1% |