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 | $211,723 | $115,770+82.9% | $101,248+109.1% | $158,922+33.2% |
| Participation rate | 92.9% | 79.4%+13.5pp | 75.8%+17.0pp | 82.0%+10.9pp |
| Annual return | 16.22% | 56.14%-39.9pp | 46.47%-30.3pp | 302.83%-286.6pp |
| Employer contribution / active EE | $17,249 | $4,175+313.2% | $3,660+371.4% | $4,761+262.3% |
| Participant deferral / active EE | $6,979 | $4,957+40.8% | $4,370+59.7% | $5,982+16.7% |
| Admin fee / account holder | $5,431 | $7,245-25.0% | $5,945-8.6% | $11,246-51.7% |