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 | $177,078 | $91,538+93.4% | $129,995+36.2% | $75,163+135.6% |
| Participation rate | 90.2% | 71.4%+18.8pp | 78.5%+11.8pp | 67.2%+23.1pp |
| Annual return | 17.01% | -631.11%+648.1pp | -137.18%+154.2pp | 160.62%-143.6pp |
| Employer contribution / active EE | $3,355 | $2,845+17.9% | $4,320-22.3% | $2,670+25.6% |
| Participant deferral / active EE | $6,671 | $4,341+53.7% | $5,820+14.6% | $4,125+61.7% |
| Admin fee / account holder | $1,220 | $6,790-82.0% | $10,614-88.5% | $5,651-78.4% |