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 | $246,363 | $177,572+38.7% | $154,803+59.1% | $142,382+73.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.49% | 65.07%-53.6pp | 58.88%-47.4pp | 217.08%-205.6pp |
| Employer contribution / active EE | $7,317 | $4,810+52.1% | $4,305+69.9% | $4,299+70.2% |
| Participant deferral / active EE | $9,480 | $6,272+51.2% | $5,540+71.1% | $6,507+45.7% |
| Admin fee / account holder | $4,358 | $16,786-74.0% | $14,329-69.6% | $12,624-65.5% |