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 | $184,060 | $118,849+54.9% | $96,562+90.6% | $167,490+9.9% |
| Participation rate | 90.0% | 75.5%+14.5pp | 69.8%+20.2pp | 82.1%+7.9pp |
| Annual return | 11.60% | 50.49%-38.9pp | 37.78%-26.2pp | 478.56%-467.0pp |
| Employer contribution / active EE | $3,304 | $3,120+5.9% | $2,356+40.2% | $4,837-31.7% |
| Participant deferral / active EE | $8,644 | $4,616+87.3% | $3,849+124.6% | $6,341+36.3% |
| Admin fee / account holder | $791 | $8,065-90.2% | $6,181-87.2% | $12,309-93.6% |