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 | $172,149 | $99,020+73.9% | $86,590+98.8% | $147,584+16.6% |
| Participation rate | 90.9% | 76.3%+14.6pp | 73.5%+17.4pp | 82.8%+8.1pp |
| Annual return | 10.66% | 1312.34%-1301.7pp | 964.84%-954.2pp | 578.55%-567.9pp |
| Employer contribution / active EE | $1,644 | $3,132-47.5% | $2,839-42.1% | $4,876-66.3% |
| Participant deferral / active EE | $3,359 | $3,972-15.4% | $3,609-6.9% | $5,439-38.2% |
| Admin fee / account holder | $1,574 | $5,710-72.4% | $4,906-67.9% | $10,885-85.5% |