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 | $230,752 | $109,982+109.8% | $97,226+137.3% | $145,922+58.1% |
| Participation rate | 85.0% | 75.9%+9.1pp | 72.7%+12.3pp | 80.3%+4.7pp |
| Annual return | 26.33% | 242.90%-216.6pp | 75.13%-48.8pp | 561.29%-535.0pp |
| Employer contribution / active EE | $1,609 | $3,084-47.8% | $2,729-41.0% | $4,660-65.5% |
| Participant deferral / active EE | $5,031 | $4,676+7.6% | $4,264+18.0% | $6,688-24.8% |
| Admin fee / account holder | $2,603 | $6,221-58.2% | $5,654-54.0% | $13,397-80.6% |