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 | $226,894 | $114,381+98.4% | $107,525+111.0% | $142,382+59.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.95% | 242.71%-229.8pp | 181.32%-168.4pp | 217.08%-204.1pp |
| Employer contribution / active EE | $7,100 | $4,015+76.9% | $3,754+89.2% | $4,299+65.2% |
| Participant deferral / active EE | $9,219 | $5,564+65.7% | $5,116+80.2% | $6,507+41.7% |
| Admin fee / account holder | $41,634 | $9,860+322.2% | $8,919+366.8% | $12,624+229.8% |