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 | $239,189 | $159,602+49.9% | $150,045+59.4% | $142,382+68.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.34% | 70.24%-54.9pp | 62.55%-47.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $9,992 | $4,961+101.4% | $4,693+112.9% | $4,299+132.4% |
| Participant deferral / active EE | $15,291 | $8,310+84.0% | $7,997+91.2% | $6,507+135.0% |
| Admin fee / account holder | $84,827 | $14,846+471.4% | $13,435+531.4% | $12,624+572.0% |