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 | $195,819 | $116,175+68.6% | $93,606+109.2% | $152,861+28.1% |
| Participation rate | 85.7% | 78.0%+7.7pp | 75.8%+9.9pp | 82.4%+3.3pp |
| Annual return | 22.06% | 35.96%-13.9pp | 32.76%-10.7pp | 345.32%-323.3pp |
| Employer contribution / active EE | $5,170 | $3,218+60.6% | $2,718+90.2% | $4,762+8.6% |
| Participant deferral / active EE | $7,793 | $4,603+69.3% | $4,069+91.5% | $5,850+33.2% |
| Admin fee / account holder | $970 | $10,748-91.0% | $7,888-87.7% | $11,596-91.6% |