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 | $207,348 | $115,770+79.1% | $101,248+104.8% | $158,922+30.5% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 10.97% | 56.14%-45.2pp | 46.47%-35.5pp | 302.83%-291.9pp |
| Employer contribution / active EE | $2,466 | $4,175-40.9% | $3,660-32.6% | $4,761-48.2% |
| Participant deferral / active EE | $6,231 | $4,957+25.7% | $4,370+42.6% | $5,982+4.2% |
| Admin fee / account holder | $5,839 | $7,245-19.4% | $5,945-1.8% | $11,246-48.1% |