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 | $198,446 | $101,618+95.3% | $93,063+113.2% | $137,256+44.6% |
| Participation rate | 85.0% | 74.9%+10.1pp | 72.1%+12.9pp | 80.0%+5.0pp |
| Annual return | 15.29% | 223.95%-208.7pp | 34.15%-18.9pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,000 | $2,707-26.1% | $2,476-19.2% | $4,156-51.9% |
| Participant deferral / active EE | $3,079 | $4,279-28.0% | $3,958-22.2% | $6,407-51.9% |
| Admin fee / account holder | $4,895 | $6,198-21.0% | $6,033-18.9% | $12,270-60.1% |