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 | $226,684 | $116,175+95.1% | $93,606+142.2% | $152,861+48.3% |
| Participation rate | 93.3% | 78.0%+15.3pp | 75.8%+17.5pp | 82.4%+10.9pp |
| Annual return | 18.79% | 35.96%-17.2pp | 32.76%-14.0pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,078 | $3,218-35.4% | $2,718-23.6% | $4,762-56.4% |
| Participant deferral / active EE | $9,410 | $4,603+104.4% | $4,069+131.3% | $5,850+60.8% |
| Admin fee / account holder | $1,399 | $10,748-87.0% | $7,888-82.3% | $11,596-87.9% |