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 | $188,999 | $105,859+78.5% | $90,160+109.6% | $147,584+28.1% |
| Participation rate | 93.3% | 79.7%+13.6pp | 76.9%+16.5pp | 82.8%+10.5pp |
| Annual return | 17.00% | 37.63%-20.6pp | 34.88%-17.9pp | 578.55%-561.6pp |
| Employer contribution / active EE | $7,183 | $4,126+74.1% | $3,318+116.5% | $4,876+47.3% |
| Participant deferral / active EE | $7,778 | $5,733+35.7% | $5,288+47.1% | $5,439+43.0% |
| Admin fee / account holder | $23,820 | $8,046+196.0% | $5,943+300.8% | $10,885+118.8% |