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 | $233,050 | $159,602+46.0% | $150,045+55.3% | $142,382+63.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.56% | 70.24%-52.7pp | 62.55%-45.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $8,423 | $4,961+69.8% | $4,693+79.5% | $4,299+95.9% |
| Participant deferral / active EE | $22,438 | $8,310+170.0% | $7,997+180.6% | $6,507+244.8% |
| Admin fee / account holder | $6,097 | $14,846-58.9% | $13,435-54.6% | $12,624-51.7% |