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 | $206,820 | $102,966+100.9% | $90,281+129.1% | $152,861+35.3% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.4%+7.6pp |
| Annual return | 21.79% | 95.16%-73.4pp | 78.10%-56.3pp | 345.32%-323.5pp |
| Employer contribution / active EE | $6,975 | $3,139+122.2% | $2,854+144.4% | $4,762+46.5% |
| Participant deferral / active EE | $5,322 | $4,281+24.3% | $3,885+37.0% | $5,850-9.0% |
| Admin fee / account holder | $22,869 | $6,171+270.6% | $5,351+327.4% | $11,596+97.2% |