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 | $188,239 | $102,604+83.5% | $86,188+118.4% | $139,434+35.0% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 17.02% | 1922.51%-1905.5pp | 1168.45%-1151.4pp | 372.94%-355.9pp |
| Employer contribution / active EE | $1,631 | $3,032-46.2% | $2,380-31.5% | $4,751-65.7% |
| Participant deferral / active EE | $5,517 | $4,676+18.0% | $3,985+38.4% | $6,710-17.8% |
| Admin fee / account holder | $4,924 | $8,657-43.1% | $6,852-28.1% | $11,403-56.8% |