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 | $171,071 | $102,604+66.7% | $86,188+98.5% | $139,434+22.7% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 15.27% | 1922.51%-1907.2pp | 1168.45%-1153.2pp | 372.94%-357.7pp |
| Employer contribution / active EE | $3,343 | $3,032+10.3% | $2,380+40.5% | $4,751-29.6% |
| Participant deferral / active EE | $12,450 | $4,676+166.3% | $3,985+212.4% | $6,710+85.5% |
| Admin fee / account holder | $1,455 | $8,657-83.2% | $6,852-78.8% | $11,403-87.2% |