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 | $207,978 | $159,901+30.1% | $146,958+41.5% | $145,922+42.5% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 16.17% | 98.13%-82.0pp | 418.34%-402.2pp | 561.29%-545.1pp |
| Employer contribution / active EE | $11,801 | $5,286+123.3% | $4,933+139.2% | $4,660+153.3% |
| Participant deferral / active EE | $12,842 | $8,428+52.4% | $8,070+59.1% | $6,688+92.0% |
| Admin fee / account holder | $1,569 | $15,044-89.6% | $12,998-87.9% | $13,397-88.3% |