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 | $187,808 | $144,119+30.3% | $117,854+59.4% | $147,584+27.3% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 15.02% | 531.15%-516.1pp | 335.08%-320.1pp | 578.55%-563.5pp |
| Employer contribution / active EE | $3,737 | $4,896-23.7% | $3,786-1.3% | $4,876-23.4% |
| Participant deferral / active EE | $7,047 | $5,316+32.6% | $4,482+57.2% | $5,439+29.6% |
| Admin fee / account holder | $33,454 | $10,886+207.3% | $8,020+317.1% | $10,885+207.3% |