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 | $196,005 | $115,770+69.3% | $101,248+93.6% | $158,922+23.3% |
| Participation rate | 91.3% | 79.4%+11.9pp | 75.8%+15.5pp | 82.0%+9.3pp |
| Annual return | 14.79% | 56.14%-41.4pp | 46.47%-31.7pp | 302.83%-288.0pp |
| Employer contribution / active EE | $2,053 | $4,175-50.8% | $3,660-43.9% | $4,761-56.9% |
| Participant deferral / active EE | $6,969 | $4,957+40.6% | $4,370+59.5% | $5,982+16.5% |
| Admin fee / account holder | $1,276 | $7,245-82.4% | $5,945-78.5% | $11,246-88.7% |