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 | $244,223 | $114,047+114.1% | $96,139+154.0% | $167,490+45.8% |
| Participation rate | 93.8% | 75.1%+18.7pp | 68.4%+25.3pp | 82.1%+11.6pp |
| Annual return | 10.65% | 189.88%-179.2pp | 191.94%-181.3pp | 478.56%-467.9pp |
| Employer contribution / active EE | $3,729 | $3,427+8.8% | $2,797+33.3% | $4,837-22.9% |
| Participant deferral / active EE | $8,100 | $5,194+56.0% | $4,349+86.3% | $6,341+27.7% |
| Admin fee / account holder | $7,900 | $6,897+14.5% | $5,537+42.7% | $12,309-35.8% |