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 3-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 | $212,123 | $183,519+15.6% | $155,509+36.4% | $145,922+45.4% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 10.42% | 61.17%-50.7pp | 64.67%-54.2pp | 561.29%-550.9pp |
| Employer contribution / active EE | $13,682 | $5,313+157.5% | $4,672+192.8% | $4,660+193.6% |
| Participant deferral / active EE | $7,661 | $6,462+18.5% | $5,626+36.2% | $6,688+14.6% |
| Admin fee / account holder | $22,651 | $19,313+17.3% | $15,912+42.3% | $13,397+69.1% |