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 | $139,946 | $99,652+40.4% | $78,778+77.6% | $147,584-5.2% |
| Participation rate | 90.0% | 76.2%+13.8pp | 69.2%+20.8pp | 82.8%+7.2pp |
| Annual return | 17.29% | 47.28%-30.0pp | 35.62%-18.3pp | 578.55%-561.3pp |
| Employer contribution / active EE | $2,665 | $2,796-4.7% | $1,986+34.2% | $4,876-45.4% |
| Participant deferral / active EE | $1,196 | $3,664-67.4% | $2,958-59.6% | $5,439-78.0% |
| Admin fee / account holder | $1,877 | $7,155-73.8% | $5,134-63.4% | $10,885-82.8% |