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 | $224,162 | $150,187+49.3% | $120,354+86.3% | $145,922+53.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 23.90% | 154.07%-130.2pp | 107.15%-83.2pp | 561.29%-537.4pp |
| Employer contribution / active EE | $4,778 | $4,348+9.9% | $3,463+38.0% | $4,660+2.5% |
| Participant deferral / active EE | $5,677 | $6,173-8.0% | $4,991+13.7% | $6,688-15.1% |
| Admin fee / account holder | $16,628 | $12,207+36.2% | $9,423+76.5% | $13,397+24.1% |