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 | $179,901 | $102,604+75.3% | $86,188+108.7% | $139,434+29.0% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 14.35% | 1922.51%-1908.2pp | 1168.45%-1154.1pp | 372.94%-358.6pp |
| Employer contribution / active EE | $3,874 | $3,032+27.7% | $2,380+62.7% | $4,751-18.5% |
| Participant deferral / active EE | $5,143 | $4,676+10.0% | $3,985+29.0% | $6,710-23.4% |
| Admin fee / account holder | $1,163 | $8,657-86.6% | $6,852-83.0% | $11,403-89.8% |