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 | $124,954 | $68,097+83.5% | $62,929+98.6% | $137,256-9.0% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.0%+5.8pp |
| Annual return | 19.15% | 1859.11%-1840.0pp | 1063.93%-1044.8pp | 220.34%-201.2pp |
| Employer contribution / active EE | $3,584 | $2,811+27.5% | $2,505+43.1% | $4,156-13.8% |
| Participant deferral / active EE | $10,931 | $4,553+140.1% | $3,888+181.1% | $6,407+70.6% |
| Admin fee / account holder | $1,177 | $6,521-81.9% | $5,065-76.8% | $12,270-90.4% |