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 | $223,928 | $148,534+50.8% | $135,903+64.8% | $139,434+60.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 66.72% | 79.19%-12.5pp | 68.23%-1.5pp | 372.94%-306.2pp |
| Employer contribution / active EE | $9,769 | $5,243+86.3% | $4,856+101.2% | $4,751+105.6% |
| Participant deferral / active EE | $7,296 | $8,100-9.9% | $7,758-6.0% | $6,710+8.7% |
| Admin fee / account holder | $30,740 | $12,400+147.9% | $10,762+185.6% | $11,403+169.6% |