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 | $246,317 | $177,572+38.7% | $154,803+59.1% | $142,382+73.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.02% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $12,937 | $4,810+168.9% | $4,305+200.5% | $4,299+200.9% |
| Participant deferral / active EE | $10,463 | $6,272+66.8% | $5,540+88.9% | $6,507+60.8% |
| Admin fee / account holder | $18,600 | $16,786+10.8% | $14,329+29.8% | $12,624+47.3% |