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 4-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 | $230,010 | $177,572+29.5% | $154,803+48.6% | $142,382+61.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.26% | 65.07%-47.8pp | 58.88%-41.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $6,417 | $4,810+33.4% | $4,305+49.0% | $4,299+49.3% |
| Participant deferral / active EE | $22,706 | $6,272+262.1% | $5,540+309.8% | $6,507+248.9% |
| Admin fee / account holder | $19,543 | $16,786+16.4% | $14,329+36.4% | $12,624+54.8% |