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 | $227,505 | $179,726+26.6% | $156,263+45.6% | $142,382+59.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.81% | 77.86%-61.0pp | 59.47%-42.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $12,070 | $5,069+138.1% | $4,333+178.5% | $4,299+180.7% |
| Participant deferral / active EE | $8,550 | $6,956+22.9% | $6,158+38.8% | $6,507+31.4% |
| Admin fee / account holder | $22,819 | $17,272+32.1% | $14,255+60.1% | $12,624+80.8% |