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 | $244,586 | $159,901+53.0% | $146,958+66.4% | $145,922+67.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 12.94% | 98.13%-85.2pp | 418.34%-405.4pp | 561.29%-548.3pp |
| Employer contribution / active EE | $13,767 | $5,286+160.4% | $4,933+179.1% | $4,660+195.5% |
| Participant deferral / active EE | $9,035 | $8,428+7.2% | $8,070+12.0% | $6,688+35.1% |
| Admin fee / account holder | $2,873 | $15,044-80.9% | $12,998-77.9% | $13,397-78.6% |