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 | $128,332 | $99,020+29.6% | $86,590+48.2% | $147,584-13.0% |
| Participation rate | 90.0% | 76.3%+13.7pp | 73.5%+16.5pp | 82.8%+7.2pp |
| Annual return | 13.40% | 1312.34%-1298.9pp | 964.84%-951.4pp | 578.55%-565.1pp |
| Employer contribution / active EE | $8,646 | $3,132+176.1% | $2,839+204.5% | $4,876+77.3% |
| Participant deferral / active EE | $3,427 | $3,972-13.7% | $3,609-5.0% | $5,439-37.0% |
| Admin fee / account holder | $1,535 | $5,710-73.1% | $4,906-68.7% | $10,885-85.9% |