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 | $186,002 | $105,126+76.9% | $94,646+96.5% | $139,434+33.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 22.45% | 38.03%-15.6pp | 156.71%-134.3pp | 372.94%-350.5pp |
| Employer contribution / active EE | $10,198 | $4,106+148.4% | $3,672+177.7% | $4,751+114.7% |
| Participant deferral / active EE | $17,993 | $7,599+136.8% | $7,418+142.6% | $6,710+168.1% |
| Admin fee / account holder | $20,263 | $8,984+125.6% | $7,231+180.2% | $11,403+77.7% |