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 | $230,434 | $133,922+72.1% | $116,228+98.3% | $142,382+61.8% |
| Participation rate | 95.7% | 77.9%+17.8pp | 74.6%+21.1pp | 80.1%+15.5pp |
| Annual return | 15.10% | 147.76%-132.7pp | 90.06%-75.0pp | 217.08%-202.0pp |
| Employer contribution / active EE | $8,466 | $3,446+145.7% | $2,994+182.7% | $4,299+96.9% |
| Participant deferral / active EE | $8,307 | $5,672+46.5% | $4,953+67.7% | $6,507+27.7% |
| Admin fee / account holder | $82,114 | $14,945+449.5% | $11,989+584.9% | $12,624+550.5% |