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 | $200,667 | $144,119+39.2% | $117,854+70.3% | $147,584+36.0% |
| Participation rate | 86.4% | 83.4%+2.9pp | 79.7%+6.7pp | 82.8%+3.5pp |
| Annual return | 22.61% | 531.15%-508.5pp | 335.08%-312.5pp | 578.55%-555.9pp |
| Employer contribution / active EE | $9,130 | $4,896+86.5% | $3,786+141.2% | $4,876+87.2% |
| Participant deferral / active EE | $4,118 | $5,316-22.5% | $4,482-8.1% | $5,439-24.3% |
| Admin fee / account holder | $1,011 | $10,886-90.7% | $8,020-87.4% | $10,885-90.7% |