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 | $243,645 | $179,726+35.6% | $156,263+55.9% | $142,382+71.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.15% | 77.86%-64.7pp | 59.47%-46.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $9,785 | $5,069+93.0% | $4,333+125.8% | $4,299+127.6% |
| Participant deferral / active EE | $11,443 | $6,956+64.5% | $6,158+85.8% | $6,507+75.8% |
| Admin fee / account holder | $42,534 | $17,272+146.3% | $14,255+198.4% | $12,624+236.9% |