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 | $187,424 | $97,757+91.7% | $83,848+123.5% | $135,375+38.4% |
| Participation rate | 84.2% | 80.0%+4.3pp | 76.1%+8.1pp | 82.6%+1.6pp |
| Annual return | 12.41% | 1287.37%-1275.0pp | 850.88%-838.5pp | 519.73%-507.3pp |
| Employer contribution / active EE | $3,223 | $4,222-23.7% | $3,631-11.2% | $4,779-32.6% |
| Participant deferral / active EE | $7,392 | $4,682+57.9% | $4,082+81.1% | $5,609+31.8% |
| Admin fee / account holder | $680 | $6,674-89.8% | $5,478-87.6% | $10,827-93.7% |