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 | $203,420 | $148,534+37.0% | $135,903+49.7% | $139,434+45.9% |
| Participation rate | 90.5% | 83.9%+6.6pp | 81.9%+8.6pp | 80.3%+10.2pp |
| Annual return | 12.52% | 79.19%-66.7pp | 68.23%-55.7pp | 372.94%-360.4pp |
| Employer contribution / active EE | $2,770 | $5,243-47.2% | $4,856-43.0% | $4,751-41.7% |
| Participant deferral / active EE | $10,566 | $8,100+30.4% | $7,758+36.2% | $6,710+57.5% |
| Admin fee / account holder | $29,823 | $12,400+140.5% | $10,762+177.1% | $11,403+161.5% |