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 | $232,943 | $159,901+45.7% | $146,958+58.5% | $145,922+59.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 9.77% | 98.13%-88.4pp | 418.34%-408.6pp | 561.29%-551.5pp |
| Employer contribution / active EE | $1,166 | $5,286-77.9% | $4,933-76.4% | $4,660-75.0% |
| Participant deferral / active EE | $2,736 | $8,428-67.5% | $8,070-66.1% | $6,688-59.1% |
| Admin fee / account holder | $17,087 | $15,044+13.6% | $12,998+31.5% | $13,397+27.5% |