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 | $206,223 | $109,327+88.6% | $89,391+130.7% | $158,922+29.8% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.0%+20.9pp | 82.0%+6.9pp |
| Annual return | 13.95% | 345.68%-331.7pp | 245.62%-231.7pp | 302.83%-288.9pp |
| Employer contribution / active EE | $3,414 | $3,170+7.7% | $2,586+32.0% | $4,761-28.3% |
| Participant deferral / active EE | $6,103 | $4,598+32.7% | $3,890+56.9% | $5,982+2.0% |
| Admin fee / account holder | $11,319 | $6,153+84.0% | $4,881+131.9% | $11,246+0.7% |