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 | $220,616 | $148,534+48.5% | $135,903+62.3% | $139,434+58.2% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 13.06% | 79.19%-66.1pp | 68.23%-55.2pp | 372.94%-359.9pp |
| Employer contribution / active EE | $6,519 | $5,243+24.3% | $4,856+34.2% | $4,751+37.2% |
| Participant deferral / active EE | $11,833 | $8,100+46.1% | $7,758+52.5% | $6,710+76.3% |
| Admin fee / account holder | $107,496 | $12,400+766.9% | $10,762+898.8% | $11,403+842.7% |