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 | $210,719 | $183,519+14.8% | $155,509+35.5% | $145,922+44.4% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 9.00% | 61.17%-52.2pp | 64.67%-55.7pp | 561.29%-552.3pp |
| Employer contribution / active EE | $8,447 | $5,313+59.0% | $4,672+80.8% | $4,660+81.3% |
| Participant deferral / active EE | $5,563 | $6,462-13.9% | $5,626-1.1% | $6,688-16.8% |
| Admin fee / account holder | $7,485 | $19,313-61.2% | $15,912-53.0% | $13,397-44.1% |