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 | $206,471 | $154,117+34.0% | $129,995+58.8% | $139,434+48.1% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 14.43% | 32.48%-18.0pp | -137.18%+151.6pp | 372.94%-358.5pp |
| Employer contribution / active EE | $11,779 | $5,289+122.7% | $4,320+172.7% | $4,751+147.9% |
| Participant deferral / active EE | $8,384 | $6,710+24.9% | $5,820+44.1% | $6,710+24.9% |
| Admin fee / account holder | $86,280 | $14,007+516.0% | $10,614+712.9% | $11,403+656.7% |