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 | $227,560 | $91,037+150.0% | $71,671+217.5% | $147,584+54.2% |
| Participation rate | 83.3% | 76.1%+7.2pp | 68.7%+14.6pp | 82.8%+0.5pp |
| Annual return | 13.85% | 20.48%-6.6pp | 20.65%-6.8pp | 578.55%-564.7pp |
| Employer contribution / active EE | $2,712 | $3,327-18.5% | $2,460+10.2% | $4,876-44.4% |
| Participant deferral / active EE | $5,526 | $4,498+22.8% | $3,438+60.7% | $5,439+1.6% |
| Admin fee / account holder | $1,976 | $8,613-77.1% | $5,558-64.4% | $10,885-81.8% |