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 | $228,177 | $176,812+29.1% | $146,665+55.6% | $167,490+36.2% |
| Participation rate | 78.6% | 83.6%-5.0pp | 80.1%-1.5pp | 82.1%-3.5pp |
| Annual return | 10.04% | 24.03%-14.0pp | 22.74%-12.7pp | 478.56%-468.5pp |
| Employer contribution / active EE | $8,054 | $5,160+56.1% | $4,136+94.7% | $4,837+66.5% |
| Participant deferral / active EE | $7,429 | $6,440+15.4% | $5,506+34.9% | $6,341+17.1% |
| Admin fee / account holder | $1,089 | $13,259-91.8% | $10,280-89.4% | $12,309-91.2% |