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 | $224,196 | $148,534+50.9% | $135,903+65.0% | $139,434+60.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.81% | 79.19%-63.4pp | 68.23%-52.4pp | 372.94%-357.1pp |
| Employer contribution / active EE | $3,716 | $5,243-29.1% | $4,856-23.5% | $4,751-21.8% |
| Participant deferral / active EE | $8,469 | $8,100+4.5% | $7,758+9.2% | $6,710+26.2% |
| Admin fee / account holder | $38,214 | $12,400+208.2% | $10,762+255.1% | $11,403+235.1% |