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 | $177,083 | $104,486+69.5% | $76,817+130.5% | $152,861+15.8% |
| Participation rate | 85.7% | 76.6%+9.1pp | 72.1%+13.6pp | 82.4%+3.3pp |
| Annual return | 22.14% | 1013.37%-991.2pp | 1166.11%-1144.0pp | 345.32%-323.2pp |
| Employer contribution / active EE | $8,445 | $3,116+171.1% | $2,302+266.8% | $4,762+77.3% |
| Participant deferral / active EE | $6,149 | $4,236+45.2% | $3,336+84.3% | $5,850+5.1% |
| Admin fee / account holder | $2,593 | $12,275-78.9% | $6,420-59.6% | $11,596-77.6% |