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 | $220,314 | $114,381+92.6% | $107,525+104.9% | $142,382+54.7% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 12.06% | 242.71%-230.6pp | 181.32%-169.3pp | 217.08%-205.0pp |
| Employer contribution / active EE | $3,690 | $4,015-8.1% | $3,754-1.7% | $4,299-14.2% |
| Participant deferral / active EE | $6,898 | $5,564+24.0% | $5,116+34.8% | $6,507+6.0% |
| Admin fee / account holder | $9,060 | $9,860-8.1% | $8,919+1.6% | $12,624-28.2% |