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 | $234,503 | $117,983+98.8% | $101,794+130.4% | $142,382+64.7% |
| Participation rate | 92.9% | 74.2%+18.6pp | 69.2%+23.7pp | 80.1%+12.7pp |
| Annual return | 16.00% | 36.92%-20.9pp | 30.53%-14.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $15,865 | $2,773+472.2% | $2,289+593.1% | $4,299+269.0% |
| Participant deferral / active EE | $15,141 | $4,714+221.2% | $4,084+270.7% | $6,507+132.7% |
| Admin fee / account holder | $5,712 | $10,433-45.3% | $8,777-34.9% | $12,624-54.8% |