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 | $232,562 | $179,726+29.4% | $156,263+48.8% | $142,382+63.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.04% | 77.86%-62.8pp | 59.47%-44.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $9,775 | $5,069+92.8% | $4,333+125.6% | $4,299+127.4% |
| Participant deferral / active EE | $12,299 | $6,956+76.8% | $6,158+99.7% | $6,507+89.0% |
| Admin fee / account holder | $8,950 | $17,272-48.2% | $14,255-37.2% | $12,624-29.1% |