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 | $235,471 | $154,228+52.7% | $145,433+61.9% | $137,256+71.6% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 19.94% | 74.59%-54.6pp | 66.58%-46.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $12,727 | $4,804+164.9% | $4,554+179.4% | $4,156+206.2% |
| Participant deferral / active EE | $15,231 | $8,216+85.4% | $7,897+92.9% | $6,407+137.7% |
| Admin fee / account holder | $24,714 | $14,344+72.3% | $13,129+88.2% | $12,270+101.4% |