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 | $194,836 | $105,859+84.1% | $90,160+116.1% | $147,584+32.0% |
| Participation rate | 92.3% | 79.7%+12.6pp | 76.9%+15.4pp | 82.8%+9.5pp |
| Annual return | 22.81% | 37.63%-14.8pp | 34.88%-12.1pp | 578.55%-555.7pp |
| Employer contribution / active EE | $4,308 | $4,126+4.4% | $3,318+29.8% | $4,876-11.6% |
| Participant deferral / active EE | $8,538 | $5,733+48.9% | $5,288+61.5% | $5,439+57.0% |
| Admin fee / account holder | $881 | $8,046-89.1% | $5,943-85.2% | $10,885-91.9% |