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 | $168,934 | $126,574+33.5% | $106,213+59.1% | $145,922+15.8% |
| Participation rate | 95.7% | 77.6%+18.0pp | 75.3%+20.4pp | 80.3%+15.4pp |
| Annual return | 14.76% | 224.79%-210.0pp | 116.14%-101.4pp | 561.29%-546.5pp |
| Employer contribution / active EE | $7,224 | $3,730+93.7% | $3,171+127.8% | $4,660+55.0% |
| Participant deferral / active EE | $11,393 | $5,724+99.1% | $5,016+127.1% | $6,688+70.4% |
| Admin fee / account holder | $12,102 | $17,304-30.1% | $11,033+9.7% | $13,397-9.7% |