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 | $241,648 | $159,901+51.1% | $146,958+64.4% | $145,922+65.6% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 14.92% | 98.13%-83.2pp | 418.34%-403.4pp | 561.29%-546.4pp |
| Employer contribution / active EE | $15,242 | $5,286+188.3% | $4,933+209.0% | $4,660+227.1% |
| Participant deferral / active EE | $15,160 | $8,428+79.9% | $8,070+87.9% | $6,688+126.7% |
| Admin fee / account holder | $20,447 | $15,044+35.9% | $12,998+57.3% | $13,397+52.6% |