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 | $220,853 | $159,602+38.4% | $150,045+47.2% | $142,382+55.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.93% | 70.24%-55.3pp | 62.55%-47.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $10,883 | $4,961+119.4% | $4,693+131.9% | $4,299+153.1% |
| Participant deferral / active EE | $15,230 | $8,310+83.3% | $7,997+90.4% | $6,507+134.1% |
| Admin fee / account holder | $36,495 | $14,846+145.8% | $13,435+171.6% | $12,624+189.1% |