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 | $233,156 | $108,919+114.1% | $100,391+132.2% | $145,922+59.8% |
| Participation rate | 90.0% | 82.9%+7.1pp | 81.5%+8.5pp | 80.3%+9.7pp |
| Annual return | 11.28% | 57.88%-46.6pp | 49.20%-37.9pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,742 | $4,419-60.6% | $3,942-55.8% | $4,660-62.6% |
| Participant deferral / active EE | $7,304 | $8,445-13.5% | $8,082-9.6% | $6,688+9.2% |
| Admin fee / account holder | $12,827 | $9,689+32.4% | $7,899+62.4% | $13,397-4.3% |