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 | $215,672 | $91,552+135.6% | $133,956+61.0% | $79,858+170.1% |
| Participation rate | 85.5% | 73.3%+12.1pp | 79.8%+5.6pp | 69.6%+15.8pp |
| Annual return | 17.41% | 61.85%-44.4pp | 45.09%-27.7pp | 31.71%-14.3pp |
| Employer contribution / active EE | $5,444 | $2,384+128.4% | $3,919+38.9% | $2,471+120.3% |
| Participant deferral / active EE | $5,977 | $3,733+60.1% | $5,048+18.4% | $3,740+59.8% |
| Admin fee / account holder | $35,732 | $6,321+465.3% | $8,927+300.3% | $5,306+573.4% |