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 | $211,704 | $148,534+42.5% | $135,903+55.8% | $139,434+51.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.18% | 79.19%-60.0pp | 68.23%-49.1pp | 372.94%-353.8pp |
| Employer contribution / active EE | $15,644 | $5,243+198.4% | $4,856+222.1% | $4,751+229.3% |
| Participant deferral / active EE | $16,862 | $8,100+108.2% | $7,758+117.4% | $6,710+151.3% |
| Admin fee / account holder | $12,833 | $12,400+3.5% | $10,762+19.2% | $11,403+12.5% |