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 | $201,783 | $111,535+80.9% | $105,223+91.8% | $137,256+47.0% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 80.0%+10.0pp |
| Annual return | 39.10% | 237.85%-198.8pp | 180.65%-141.5pp | 220.34%-181.2pp |
| Employer contribution / active EE | $19,143 | $3,939+385.9% | $3,689+419.0% | $4,156+360.6% |
| Participant deferral / active EE | $7,288 | $5,500+32.5% | $5,072+43.7% | $6,407+13.7% |
| Admin fee / account holder | $16,708 | $9,721+71.9% | $8,859+88.6% | $12,270+36.2% |