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 | $207,359 | $154,117+34.5% | $129,995+59.5% | $139,434+48.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 47.89% | 32.48%+15.4pp | -137.18%+185.1pp | 372.94%-325.1pp |
| Employer contribution / active EE | $26,172 | $5,289+394.8% | $4,320+505.9% | $4,751+450.9% |
| Participant deferral / active EE | $15,000 | $6,710+123.5% | $5,820+157.7% | $6,710+123.5% |
| Admin fee / account holder | $1,771 | $14,007-87.4% | $10,614-83.3% | $11,403-84.5% |