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 | $185,090 | $100,773+83.7% | $88,946+108.1% | $142,382+30.0% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 17.78% | 70.18%-52.4pp | 57.82%-40.0pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,826 | $2,918-3.1% | $2,555+10.6% | $4,299-34.3% |
| Participant deferral / active EE | $10,264 | $5,230+96.2% | $4,581+124.0% | $6,507+57.7% |
| Admin fee / account holder | $776 | $9,693-92.0% | $8,261-90.6% | $12,624-93.9% |