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 | $219,974 | $152,587+44.2% | $125,175+75.7% | $152,861+43.9% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 24.15% | 54.84%-30.7pp | 43.79%-19.6pp | 345.32%-321.2pp |
| Employer contribution / active EE | $3,913 | $4,946-20.9% | $3,865+1.2% | $4,762-17.8% |
| Participant deferral / active EE | $8,527 | $5,868+45.3% | $4,937+72.7% | $5,850+45.8% |
| Admin fee / account holder | $422 | $13,434-96.9% | $9,702-95.6% | $11,596-96.4% |