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 | $114,381+76.4% | $107,525+87.7% | $142,382+41.7% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 39.10% | 242.71%-203.6pp | 181.32%-142.2pp | 217.08%-178.0pp |
| Employer contribution / active EE | $19,143 | $4,015+376.8% | $3,754+410.0% | $4,299+345.3% |
| Participant deferral / active EE | $7,288 | $5,564+31.0% | $5,116+42.5% | $6,507+12.0% |
| Admin fee / account holder | $16,708 | $9,860+69.5% | $8,919+87.3% | $12,624+32.4% |