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 | $246,149 | $183,519+34.1% | $155,509+58.3% | $145,922+68.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.19% | 61.17%-45.0pp | 64.67%-48.5pp | 561.29%-545.1pp |
| Employer contribution / active EE | $11,568 | $5,313+117.7% | $4,672+147.6% | $4,660+148.3% |
| Participant deferral / active EE | $13,199 | $6,462+104.2% | $5,626+134.6% | $6,688+97.4% |
| Admin fee / account holder | $3,797 | $19,313-80.3% | $15,912-76.1% | $13,397-71.7% |