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 | $213,381 | $74,888+184.9% | $71,209+199.7% | $142,382+49.9% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 22.34% | 345.14%-322.8pp | 282.51%-260.2pp | 217.08%-194.7pp |
| Employer contribution / active EE | $21,179 | $2,854+642.0% | $2,721+678.4% | $4,299+392.6% |
| Participant deferral / active EE | $3,897 | $4,454-12.5% | $4,175-6.7% | $6,507-40.1% |
| Admin fee / account holder | $32,153 | $5,568+477.4% | $5,349+501.1% | $12,624+154.7% |