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 | $239,384 | $81,208+194.8% | $98,907+142.0% | $79,858+199.8% |
| Participation rate | 89.7% | 72.5%+17.1pp | 76.0%+13.6pp | 69.6%+20.0pp |
| Annual return | 15.16% | 60.99%-45.8pp | 196.43%-181.3pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,846 | $1,960-5.8% | $2,689-31.4% | $2,471-25.3% |
| Participant deferral / active EE | $4,534 | $3,265+38.9% | $4,244+6.8% | $3,740+21.2% |
| Admin fee / account holder | $15,132 | $6,013+151.7% | $6,642+127.8% | $5,306+185.2% |