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 | $211,511 | $110,257+91.8% | $96,544+119.1% | $139,434+51.7% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 17.47% | 26.32%-8.8pp | 25.84%-8.4pp | 372.94%-355.5pp |
| Employer contribution / active EE | $17,173 | $3,620+374.4% | $2,965+479.2% | $4,751+261.5% |
| Participant deferral / active EE | $11,244 | $5,548+102.7% | $4,851+131.8% | $6,710+67.6% |
| Admin fee / account holder | $789 | $11,591-93.2% | $8,252-90.4% | $11,403-93.1% |