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 | $122,492 | $111,754+9.6% | $103,333+18.5% | $145,922-16.1% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 19.49% | 24.77%-5.3pp | 24.88%-5.4pp | 561.29%-541.8pp |
| Employer contribution / active EE | $15,372 | $4,212+264.9% | $3,868+297.4% | $4,660+229.9% |
| Participant deferral / active EE | $8,967 | $5,619+59.6% | $5,057+77.3% | $6,688+34.1% |
| Admin fee / account holder | $1,250 | $9,750-87.2% | $8,355-85.0% | $13,397-90.7% |