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 | $236,638 | $175,202+35.1% | $149,673+58.1% | $139,434+69.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.60% | 166.71%-145.1pp | 134.42%-112.8pp | 372.94%-351.3pp |
| Employer contribution / active EE | $1,846 | $5,474-66.3% | $4,818-61.7% | $4,751-61.1% |
| Participant deferral / active EE | $26,328 | $6,519+303.9% | $5,680+363.5% | $6,710+292.4% |
| Admin fee / account holder | $1,668 | $16,150-89.7% | $13,210-87.4% | $11,403-85.4% |