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 | $242,727 | $177,572+36.7% | $154,803+56.8% | $142,382+70.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.38% | 65.07%-45.7pp | 58.88%-39.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $8,326 | $4,810+73.1% | $4,305+93.4% | $4,299+93.7% |
| Participant deferral / active EE | $8,015 | $6,272+27.8% | $5,540+44.7% | $6,507+23.2% |
| Admin fee / account holder | $3,417 | $16,786-79.6% | $14,329-76.2% | $12,624-72.9% |