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 | $242,959 | $111,535+117.8% | $105,223+130.9% | $137,256+77.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.39% | 237.85%-220.5pp | 180.65%-163.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $22,978 | $3,939+483.3% | $3,689+523.0% | $4,156+452.9% |
| Participant deferral / active EE | $6,281 | $5,500+14.2% | $5,072+23.9% | $6,407-2.0% |
| Admin fee / account holder | $20,313 | $9,721+108.9% | $8,859+129.3% | $12,270+65.5% |