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 | $220,752 | $112,729+95.8% | $98,716+123.6% | $137,256+60.8% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 15.95% | 38.48%-22.5pp | 31.81%-15.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $4,628 | $2,725+69.8% | $2,279+103.1% | $4,156+11.3% |
| Participant deferral / active EE | $9,162 | $4,640+97.5% | $4,048+126.4% | $6,407+43.0% |
| Admin fee / account holder | $904 | $10,129-91.1% | $8,703-89.6% | $12,270-92.6% |