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 | $210,804 | $115,770+82.1% | $101,248+108.2% | $158,922+32.6% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 82.0%+10.3pp |
| Annual return | 17.86% | 56.14%-38.3pp | 46.47%-28.6pp | 302.83%-285.0pp |
| Employer contribution / active EE | $4,275 | $4,175+2.4% | $3,660+16.8% | $4,761-10.2% |
| Participant deferral / active EE | $5,876 | $4,957+18.5% | $4,370+34.5% | $5,982-1.8% |
| Admin fee / account holder | $1,320 | $7,245-81.8% | $5,945-77.8% | $11,246-88.3% |