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 | $209,067 | $227,553-8.1% | $189,557+10.3% | $167,490+24.8% |
| Participation rate | 78.9% | 82.5%-3.5pp | 78.4%+0.5pp | 82.1%-3.2pp |
| Annual return | 9.91% | 78.40%-68.5pp | 64.17%-54.3pp | 478.56%-468.7pp |
| Employer contribution / active EE | $7,714 | $5,316+45.1% | $4,412+74.8% | $4,837+59.5% |
| Participant deferral / active EE | $16,500 | $7,002+135.6% | $6,174+167.3% | $6,341+160.2% |
| Admin fee / account holder | $41,002 | $11,878+245.2% | $9,807+318.1% | $12,309+233.1% |