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 | $238,516 | $127,065+87.7% | $113,168+110.8% | $142,382+67.5% |
| Participation rate | 94.4% | 79.2%+15.2pp | 76.6%+17.9pp | 80.1%+14.3pp |
| Annual return | 16.26% | 24.03%-7.8pp | 24.27%-8.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $8,732 | $3,442+153.7% | $2,975+193.5% | $4,299+103.1% |
| Participant deferral / active EE | $10,183 | $5,716+78.1% | $5,107+99.4% | $6,507+56.5% |
| Admin fee / account holder | $2,880 | $15,736-81.7% | $12,068-76.1% | $12,624-77.2% |