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 | $192,251 | $114,381+68.1% | $107,525+78.8% | $142,382+35.0% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 13.60% | 242.71%-229.1pp | 181.32%-167.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $6,250 | $4,015+55.7% | $3,754+66.5% | $4,299+45.4% |
| Participant deferral / active EE | $7,836 | $5,564+40.8% | $5,116+53.2% | $6,507+20.4% |
| Admin fee / account holder | $33,518 | $9,860+239.9% | $8,919+275.8% | $12,624+165.5% |