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 | $238,121 | $154,117+54.5% | $129,995+83.2% | $139,434+70.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.77% | 32.48%-16.7pp | -137.18%+153.0pp | 372.94%-357.2pp |
| Employer contribution / active EE | $7,332 | $5,289+38.6% | $4,320+69.7% | $4,751+54.3% |
| Participant deferral / active EE | $15,075 | $6,710+124.7% | $5,820+159.0% | $6,710+124.7% |
| Admin fee / account holder | $26,026 | $14,007+85.8% | $10,614+145.2% | $11,403+128.2% |