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 | $232,909 | $115,770+101.2% | $101,248+130.0% | $158,922+46.6% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+9.0pp |
| Annual return | 21.72% | 56.14%-34.4pp | 46.47%-24.8pp | 302.83%-281.1pp |
| Employer contribution / active EE | $4,672 | $4,175+11.9% | $3,660+27.7% | $4,761-1.9% |
| Participant deferral / active EE | $12,322 | $4,957+148.6% | $4,370+181.9% | $5,982+106.0% |
| Admin fee / account holder | $4,747 | $7,245-34.5% | $5,945-20.2% | $11,246-57.8% |