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 | $179,001 | $148,534+20.5% | $135,903+31.7% | $139,434+28.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.65% | 79.19%-64.5pp | 68.23%-53.6pp | 372.94%-358.3pp |
| Employer contribution / active EE | $7,413 | $5,243+41.4% | $4,856+52.7% | $4,751+56.0% |
| Participant deferral / active EE | $17,810 | $8,100+119.9% | $7,758+129.6% | $6,710+165.4% |
| Admin fee / account holder | $25,983 | $12,400+109.5% | $10,762+141.4% | $11,403+127.9% |