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 | $192,944 | $111,754+72.7% | $103,333+86.7% | $145,922+32.2% |
| Participation rate | 95.8% | 77.9%+17.9pp | 74.5%+21.3pp | 80.3%+15.6pp |
| Annual return | 9.12% | 24.77%-15.6pp | 24.88%-15.8pp | 561.29%-552.2pp |
| Employer contribution / active EE | $10,959 | $4,212+160.2% | $3,868+183.3% | $4,660+135.2% |
| Participant deferral / active EE | $9,662 | $5,619+72.0% | $5,057+91.0% | $6,688+44.5% |
| Admin fee / account holder | $4,864 | $9,750-50.1% | $8,355-41.8% | $13,397-63.7% |