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 5-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 | $228,207 | $201,272+13.4% | $184,203+23.9% | $145,922+56.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.84% | 29.00%-5.2pp | 28.81%-5.0pp | 561.29%-537.4pp |
| Employer contribution / active EE | $30,173 | $7,022+329.7% | $6,427+369.5% | $4,660+547.5% |
| Participant deferral / active EE | $24,162 | $9,806+146.4% | $9,131+164.6% | $6,688+261.3% |
| Admin fee / account holder | $28,605 | $16,364+74.8% | $13,901+105.8% | $13,397+113.5% |