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 | $152,497 | $111,754+36.5% | $103,333+47.6% | $145,922+4.5% |
| Participation rate | 94.7% | 77.9%+16.8pp | 74.5%+20.2pp | 80.3%+14.5pp |
| Annual return | 10.73% | 24.77%-14.0pp | 24.88%-14.2pp | 561.29%-550.6pp |
| Employer contribution / active EE | $15,924 | $4,212+278.0% | $3,868+311.7% | $4,660+241.7% |
| Participant deferral / active EE | $4,034 | $5,619-28.2% | $5,057-20.2% | $6,688-39.7% |
| Admin fee / account holder | $1,603 | $9,750-83.6% | $8,355-80.8% | $13,397-88.0% |