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 | $199,926 | $165,584+20.7% | $142,942+39.9% | $137,256+45.7% |
| Participation rate | 90.9% | 80.1%+10.8pp | 76.8%+14.1pp | 80.0%+10.9pp |
| Annual return | 23.66% | 164.22%-140.6pp | 113.70%-90.0pp | 220.34%-196.7pp |
| Employer contribution / active EE | $11,953 | $4,725+153.0% | $4,139+188.8% | $4,156+187.6% |
| Participant deferral / active EE | $10,179 | $8,194+24.2% | $7,128+42.8% | $6,407+58.9% |
| Admin fee / account holder | $215,239 | $16,167+1231.3% | $12,475+1625.3% | $12,270+1654.2% |