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 | $230,262 | $178,174+29.2% | $156,181+47.4% | $137,256+67.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.29% | 84.19%-72.9pp | 64.87%-53.6pp | 220.34%-209.0pp |
| Employer contribution / active EE | $17,221 | $4,972+246.4% | $4,294+301.1% | $4,156+314.4% |
| Participant deferral / active EE | $9,147 | $6,888+32.8% | $6,132+49.2% | $6,407+42.8% |
| Admin fee / account holder | $2,484 | $17,404-85.7% | $14,586-83.0% | $12,270-79.8% |