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 | $235,253 | $109,327+115.2% | $89,391+163.2% | $158,922+48.0% |
| Participation rate | 70.0% | 74.3%-4.3pp | 68.0%+2.0pp | 82.0%-12.0pp |
| Annual return | 17.59% | 345.68%-328.1pp | 245.62%-228.0pp | 302.83%-285.2pp |
| Employer contribution / active EE | $11,384 | $3,170+259.1% | $2,586+340.3% | $4,761+139.1% |
| Participant deferral / active EE | $4,875 | $4,598+6.0% | $3,890+25.3% | $5,982-18.5% |
| Admin fee / account holder | $956 | $6,153-84.5% | $4,881-80.4% | $11,246-91.5% |