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 | $227,005 | $177,572+27.8% | $154,803+46.6% | $142,382+59.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.06% | 65.07%-43.0pp | 58.88%-36.8pp | 217.08%-195.0pp |
| Employer contribution / active EE | $7,348 | $4,810+52.7% | $4,305+70.7% | $4,299+70.9% |
| Participant deferral / active EE | $12,080 | $6,272+92.6% | $5,540+118.0% | $6,507+85.6% |
| Admin fee / account holder | $1,228 | $16,786-92.7% | $14,329-91.4% | $12,624-90.3% |