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 | $168,927 | $97,757+72.8% | $83,848+101.5% | $135,375+24.8% |
| Participation rate | 95.7% | 80.0%+15.7pp | 76.1%+19.5pp | 82.6%+13.0pp |
| Annual return | 2.74% | 1287.37%-1284.6pp | 850.88%-848.1pp | 519.73%-517.0pp |
| Employer contribution / active EE | $11,961 | $4,222+183.3% | $3,631+229.4% | $4,779+150.3% |
| Participant deferral / active EE | $7,558 | $4,682+61.4% | $4,082+85.2% | $5,609+34.8% |
| Admin fee / account holder | $1,556 | $6,674-76.7% | $5,478-71.6% | $10,827-85.6% |