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 | $242,929 | $159,602+52.2% | $150,045+61.9% | $142,382+70.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.20% | 70.24%-57.0pp | 62.55%-49.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,977 | $4,961-60.1% | $4,693-57.9% | $4,299-54.0% |
| Participant deferral / active EE | $19,695 | $8,310+137.0% | $7,997+146.3% | $6,507+202.7% |
| Admin fee / account holder | $57,886 | $14,846+289.9% | $13,435+330.9% | $12,624+358.6% |