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 | $236,620 | $140,940+67.9% | $112,229+110.8% | $139,434+69.7% |
| Participation rate | 92.3% | 79.2%+13.1pp | 72.4%+19.9pp | 80.3%+12.0pp |
| Annual return | 13.56% | 32.71%-19.1pp | 30.20%-16.6pp | 372.94%-359.4pp |
| Employer contribution / active EE | $5,941 | $4,283+38.7% | $3,430+73.2% | $4,751+25.1% |
| Participant deferral / active EE | $0 | $5,874-100.0% | $4,798-100.0% | $6,710-100.0% |
| Admin fee / account holder | $4,418 | $9,954-55.6% | $7,748-43.0% | $11,403-61.3% |