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 | $181,893 | $73,933+146.0% | $96,683+88.1% | $75,163+142.0% |
| Participation rate | 97.3% | 66.4%+30.9pp | 74.3%+23.0pp | 67.2%+30.1pp |
| Annual return | 15.28% | 26.70%-11.4pp | 35.69%-20.4pp | 160.62%-145.3pp |
| Employer contribution / active EE | $8,545 | $2,928+191.9% | $3,737+128.7% | $2,670+220.1% |
| Participant deferral / active EE | $9,284 | $3,659+153.8% | $4,878+90.3% | $4,125+125.1% |
| Admin fee / account holder | $631 | $5,216-87.9% | $6,730-90.6% | $5,651-88.8% |