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 | $195,964 | $183,519+6.8% | $155,509+26.0% | $145,922+34.3% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 12.75% | 61.17%-48.4pp | 64.67%-51.9pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,649 | $5,313-50.1% | $4,672-43.3% | $4,660-43.2% |
| Participant deferral / active EE | $6,312 | $6,462-2.3% | $5,626+12.2% | $6,688-5.6% |
| Admin fee / account holder | $74,272 | $19,313+284.6% | $15,912+366.8% | $13,397+454.4% |