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 | $205,235 | $183,519+11.8% | $155,509+32.0% | $145,922+40.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 33.23% | 61.17%-27.9pp | 64.67%-31.4pp | 561.29%-528.1pp |
| Employer contribution / active EE | $14,307 | $5,313+169.3% | $4,672+206.2% | $4,660+207.0% |
| Participant deferral / active EE | $8,023 | $6,462+24.2% | $5,626+42.6% | $6,688+20.0% |
| Admin fee / account holder | $6,778 | $19,313-64.9% | $15,912-57.4% | $13,397-49.4% |