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 | $234,570 | $159,602+47.0% | $150,045+56.3% | $142,382+64.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.68% | 70.24%-56.6pp | 62.55%-48.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,348 | $4,961-32.5% | $4,693-28.7% | $4,299-22.1% |
| Participant deferral / active EE | $15,632 | $8,310+88.1% | $7,997+95.5% | $6,507+140.2% |
| Admin fee / account holder | $364,352 | $14,846+2354.1% | $13,435+2612.0% | $12,624+2786.3% |