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 | $243,275 | $111,724+117.7% | $93,606+159.9% | $145,922+66.7% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 16.00% | 202.98%-187.0pp | 133.20%-117.2pp | 561.29%-545.3pp |
| Employer contribution / active EE | $2,087 | $3,090-32.5% | $2,420-13.8% | $4,660-55.2% |
| Participant deferral / active EE | $5,480 | $4,912+11.6% | $4,411+24.2% | $6,688-18.1% |
| Admin fee / account holder | $973 | $10,250-90.5% | $8,285-88.3% | $13,397-92.7% |