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 | $242,247 | $107,934+124.4% | $91,989+163.3% | $152,861+58.5% |
| Participation rate | 90.5% | 81.2%+9.3pp | 78.6%+11.8pp | 82.4%+8.0pp |
| Annual return | 22.20% | 89.24%-67.0pp | 69.02%-46.8pp | 345.32%-323.1pp |
| Employer contribution / active EE | $5,656 | $4,210+34.4% | $3,452+63.9% | $4,762+18.8% |
| Participant deferral / active EE | $10,319 | $6,364+62.1% | $5,923+74.2% | $5,850+76.4% |
| Admin fee / account holder | $34,822 | $10,520+231.0% | $7,743+349.7% | $11,596+200.3% |