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 | $242,652 | $148,534+63.4% | $135,903+78.5% | $139,434+74.0% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 15.62% | 79.19%-63.6pp | 68.23%-52.6pp | 372.94%-357.3pp |
| Employer contribution / active EE | $4,724 | $5,243-9.9% | $4,856-2.7% | $4,751-0.6% |
| Participant deferral / active EE | $13,911 | $8,100+71.7% | $7,758+79.3% | $6,710+107.3% |
| Admin fee / account holder | $548 | $12,400-95.6% | $10,762-94.9% | $11,403-95.2% |