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 5-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 | $217,116 | $159,602+36.0% | $150,045+44.7% | $142,382+52.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.87% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $8,390 | $4,961+69.1% | $4,693+78.8% | $4,299+95.2% |
| Participant deferral / active EE | $31,469 | $8,310+278.7% | $7,997+293.5% | $6,507+383.6% |
| Admin fee / account holder | $9,098 | $14,846-38.7% | $13,435-32.3% | $12,624-27.9% |