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 | $178,174+30.5% | $156,181+48.9% | $137,256+69.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.04% | 84.19%-69.1pp | 64.87%-49.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $9,775 | $4,972+96.6% | $4,294+127.7% | $4,156+135.2% |
| Participant deferral / active EE | $12,299 | $6,888+78.6% | $6,132+100.6% | $6,407+92.0% |
| Admin fee / account holder | $8,950 | $17,404-48.6% | $14,586-38.6% | $12,270-27.1% |