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 | $222,824 | $116,175+91.8% | $93,606+138.0% | $152,861+45.8% |
| Participation rate | 85.7% | 78.0%+7.7pp | 75.8%+9.9pp | 82.4%+3.3pp |
| Annual return | 24.50% | 35.96%-11.5pp | 32.76%-8.3pp | 345.32%-320.8pp |
| Employer contribution / active EE | $7,593 | $3,218+136.0% | $2,718+179.4% | $4,762+59.4% |
| Participant deferral / active EE | $9,678 | $4,603+110.2% | $4,069+137.9% | $5,850+65.4% |
| Admin fee / account holder | $341 | $10,748-96.8% | $7,888-95.7% | $11,596-97.1% |