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 | $244,167 | $179,726+35.9% | $156,263+56.3% | $142,382+71.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.24% | 77.86%-64.6pp | 59.47%-46.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $16,591 | $5,069+227.3% | $4,333+282.9% | $4,299+285.9% |
| Participant deferral / active EE | $14,367 | $6,956+106.5% | $6,158+133.3% | $6,507+120.8% |
| Admin fee / account holder | $2,165 | $17,272-87.5% | $14,255-84.8% | $12,624-82.9% |