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 | $209,027 | $94,625+120.9% | $116,228+79.8% | $84,808+146.5% |
| Participation rate | 80.0% | 70.4%+9.6pp | 74.6%+5.4pp | 68.3%+11.7pp |
| Annual return | 14.38% | 20.40%-6.0pp | 90.06%-75.7pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,322 | $2,347-43.6% | $2,994-55.8% | $2,631-49.7% |
| Participant deferral / active EE | $6,293 | $3,972+58.4% | $4,953+27.0% | $4,212+49.4% |
| Admin fee / account holder | $25,080 | $10,091+148.5% | $11,989+109.2% | $7,344+241.5% |