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 | $234,436 | $105,181+122.9% | $159,436+47.0% | $85,850+173.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 18.76% | 45.07%-26.3pp | 263.57%-244.8pp | 318.53%-299.8pp |
| Employer contribution / active EE | $2,718 | $3,318-18.1% | $4,829-43.7% | $2,565+5.9% |
| Participant deferral / active EE | $11,154 | $5,945+87.6% | $7,352+51.7% | $3,952+182.3% |
| Admin fee / account holder | $7,141 | $6,933+3.0% | $10,799-33.9% | $6,260+14.1% |