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 | $245,518 | $148,534+65.3% | $135,903+80.7% | $139,434+76.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.55% | 79.19%-65.6pp | 68.23%-54.7pp | 372.94%-359.4pp |
| Employer contribution / active EE | $7,037 | $5,243+34.2% | $4,856+44.9% | $4,751+48.1% |
| Participant deferral / active EE | $17,856 | $8,100+120.4% | $7,758+130.2% | $6,710+166.1% |
| Admin fee / account holder | $37,221 | $12,400+200.2% | $10,762+245.9% | $11,403+226.4% |