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 | $219,390 | $159,602+37.5% | $150,045+46.2% | $142,382+54.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.82% | 70.24%-56.4pp | 62.55%-48.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $7,230 | $4,961+45.7% | $4,693+54.0% | $4,299+68.2% |
| Participant deferral / active EE | $12,543 | $8,310+50.9% | $7,997+56.8% | $6,507+92.7% |
| Admin fee / account holder | $64,433 | $14,846+334.0% | $13,435+379.6% | $12,624+410.4% |