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 | $240,674 | $157,256+53.0% | $141,162+70.5% | $152,861+57.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.51% | 64.32%-45.8pp | 71.39%-52.9pp | 345.32%-326.8pp |
| Employer contribution / active EE | $6,246 | $5,261+18.7% | $4,735+31.9% | $4,762+31.1% |
| Participant deferral / active EE | $12,989 | $7,109+82.7% | $6,709+93.6% | $5,850+122.0% |
| Admin fee / account holder | $12,477 | $12,120+2.9% | $10,261+21.6% | $11,596+7.6% |