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 | $222,684 | $148,534+49.9% | $135,903+63.9% | $139,434+59.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.37% | 79.19%-63.8pp | 68.23%-52.9pp | 372.94%-357.6pp |
| Employer contribution / active EE | $5,867 | $5,243+11.9% | $4,856+20.8% | $4,751+23.5% |
| Participant deferral / active EE | $18,692 | $8,100+130.8% | $7,758+140.9% | $6,710+178.6% |
| Admin fee / account holder | $38,009 | $12,400+206.5% | $10,762+253.2% | $11,403+233.3% |