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 | $232,246 | $177,572+30.8% | $154,803+50.0% | $142,382+63.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.35% | 65.07%-46.7pp | 58.88%-40.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $9,148 | $4,810+90.2% | $4,305+112.5% | $4,299+112.8% |
| Participant deferral / active EE | $9,924 | $6,272+58.2% | $5,540+79.1% | $6,507+52.5% |
| Admin fee / account holder | $111,012 | $16,786+561.3% | $14,329+674.7% | $12,624+779.4% |