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 | $183,996 | $108,919+68.9% | $100,391+83.3% | $145,922+26.1% |
| Participation rate | 92.3% | 82.9%+9.4pp | 81.5%+10.8pp | 80.3%+12.0pp |
| Annual return | 11.34% | 57.88%-46.5pp | 49.20%-37.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $6,412 | $4,419+45.1% | $3,942+62.7% | $4,660+37.6% |
| Participant deferral / active EE | $15,585 | $8,445+84.5% | $8,082+92.8% | $6,688+133.0% |
| Admin fee / account holder | $30,089 | $9,689+210.6% | $7,899+280.9% | $13,397+124.6% |