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 | $229,533 | $111,754+105.4% | $103,333+122.1% | $145,922+57.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 24.03% | 24.77%-0.7pp | 24.88%-0.9pp | 561.29%-537.3pp |
| Employer contribution / active EE | $19,952 | $4,212+373.6% | $3,868+415.8% | $4,660+328.2% |
| Participant deferral / active EE | $10,668 | $5,619+89.9% | $5,057+110.9% | $6,688+59.5% |
| Admin fee / account holder | $2,078 | $9,750-78.7% | $8,355-75.1% | $13,397-84.5% |