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 | $242,700 | $159,901+51.8% | $146,958+65.1% | $145,922+66.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.15% | 98.13%-84.0pp | 418.34%-404.2pp | 561.29%-547.1pp |
| Employer contribution / active EE | $3,665 | $5,286-30.7% | $4,933-25.7% | $4,660-21.3% |
| Participant deferral / active EE | $7,686 | $8,428-8.8% | $8,070-4.8% | $6,688+14.9% |
| Admin fee / account holder | $3,064 | $15,044-79.6% | $12,998-76.4% | $13,397-77.1% |