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 9-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 | $212,630 | $115,770+83.7% | $101,248+110.0% | $158,922+33.8% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+9.0pp |
| Annual return | 10.84% | 56.14%-45.3pp | 46.47%-35.6pp | 302.83%-292.0pp |
| Employer contribution / active EE | $1,305 | $4,175-68.7% | $3,660-64.3% | $4,761-72.6% |
| Participant deferral / active EE | $4,624 | $4,957-6.7% | $4,370+5.8% | $5,982-22.7% |
| Admin fee / account holder | $16,502 | $7,245+127.8% | $5,945+177.6% | $11,246+46.7% |