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 | $213,212 | $123,909+72.1% | $69,647+206.1% | $145,922+46.1% |
| Participation rate | 90.0% | 69.2%+20.8pp | 66.5%+23.5pp | 80.3%+9.7pp |
| Annual return | 13.63% | 190.55%-176.9pp | 100.48%-86.9pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,234 | $2,682+20.6% | $1,712+88.8% | $4,660-30.6% |
| Participant deferral / active EE | $6,783 | $4,236+60.1% | $2,886+135.1% | $6,688+1.4% |
| Admin fee / account holder | $44,009 | $7,863+459.7% | $4,713+833.8% | $13,397+228.5% |