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 | $202,156 | $107,934+87.3% | $91,989+119.8% | $152,861+32.2% |
| Participation rate | 85.7% | 81.2%+4.5pp | 78.6%+7.1pp | 82.4%+3.3pp |
| Annual return | 23.37% | 89.24%-65.9pp | 69.02%-45.7pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,623 | $4,210-61.4% | $3,452-53.0% | $4,762-65.9% |
| Participant deferral / active EE | $3,601 | $6,364-43.4% | $5,923-39.2% | $5,850-38.4% |
| Admin fee / account holder | $588 | $10,520-94.4% | $7,743-92.4% | $11,596-94.9% |