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 | $216,929 | $148,534+46.0% | $135,903+59.6% | $139,434+55.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.03% | 79.19%-63.2pp | 68.23%-52.2pp | 372.94%-356.9pp |
| Employer contribution / active EE | $6,903 | $5,243+31.7% | $4,856+42.2% | $4,751+45.3% |
| Participant deferral / active EE | $11,155 | $8,100+37.7% | $7,758+43.8% | $6,710+66.2% |
| Admin fee / account holder | $49,547 | $12,400+299.6% | $10,762+360.4% | $11,403+334.5% |