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 | $140,500 | $114,381+22.8% | $107,525+30.7% | $142,382-1.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.23% | 242.71%-226.5pp | 181.32%-165.1pp | 217.08%-200.8pp |
| Employer contribution / active EE | $18,202 | $4,015+353.4% | $3,754+384.9% | $4,299+323.4% |
| Participant deferral / active EE | $11,887 | $5,564+113.6% | $5,116+132.4% | $6,507+82.7% |
| Admin fee / account holder | $43,262 | $9,860+338.8% | $8,919+385.1% | $12,624+242.7% |