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 | $209,855 | $109,982+90.8% | $97,226+115.8% | $145,922+43.8% |
| Participation rate | 84.6% | 75.9%+8.7pp | 72.7%+11.9pp | 80.3%+4.3pp |
| Annual return | 14.06% | 242.90%-228.8pp | 75.13%-61.1pp | 561.29%-547.2pp |
| Employer contribution / active EE | $8,105 | $3,084+162.8% | $2,729+197.0% | $4,660+73.9% |
| Participant deferral / active EE | $12,604 | $4,676+169.6% | $4,264+195.6% | $6,688+88.5% |
| Admin fee / account holder | $13,438 | $6,221+116.0% | $5,654+137.7% | $13,397+0.3% |