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 | $193,593 | $96,484+100.6% | $75,886+155.1% | $152,861+26.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.3%+10.7pp | 82.4%-2.4pp |
| Annual return | 19.97% | 33.98%-14.0pp | 30.76%-10.8pp | 345.32%-325.3pp |
| Employer contribution / active EE | $3,935 | $3,309+18.9% | $2,500+57.4% | $4,762-17.4% |
| Participant deferral / active EE | $7,889 | $4,553+73.3% | $3,603+118.9% | $5,850+34.8% |
| Admin fee / account holder | $144,648 | $8,078+1690.6% | $5,418+2569.6% | $11,596+1147.3% |