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 | $194,229 | $111,535+74.1% | $105,223+84.6% | $137,256+41.5% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 14.19% | 237.85%-223.7pp | 180.65%-166.5pp | 220.34%-206.1pp |
| Employer contribution / active EE | $7,603 | $3,939+93.0% | $3,689+106.1% | $4,156+82.9% |
| Participant deferral / active EE | $3,200 | $5,500-41.8% | $5,072-36.9% | $6,407-50.1% |
| Admin fee / account holder | $18,150 | $9,721+86.7% | $8,859+104.9% | $12,270+47.9% |