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 | $208,666 | $154,117+35.4% | $129,995+60.5% | $139,434+49.7% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.5%+9.0pp | 80.3%+7.2pp |
| Annual return | 25.10% | 32.48%-7.4pp | -137.18%+162.3pp | 372.94%-347.8pp |
| Employer contribution / active EE | $2,933 | $5,289-44.5% | $4,320-32.1% | $4,751-38.3% |
| Participant deferral / active EE | $16,500 | $6,710+145.9% | $5,820+183.5% | $6,710+145.9% |
| Admin fee / account holder | $1,245 | $14,007-91.1% | $10,614-88.3% | $11,403-89.1% |