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 | $184,781 | $173,345+6.6% | $136,007+35.9% | $145,922+26.6% |
| Participation rate | 92.3% | 80.5%+11.9pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 11.80% | 1163.32%-1151.5pp | 579.32%-567.5pp | 561.29%-549.5pp |
| Employer contribution / active EE | $8,230 | $5,278+55.9% | $4,217+95.2% | $4,660+76.6% |
| Participant deferral / active EE | $18,081 | $8,699+107.9% | $7,025+157.4% | $6,688+170.4% |
| Admin fee / account holder | $43,979 | $9,954+341.8% | $6,858+541.3% | $13,397+228.3% |