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 | $215,971 | $138,065+56.4% | $123,544+74.8% | $135,375+59.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 9.90% | 153.68%-143.8pp | 119.20%-109.3pp | 519.73%-509.8pp |
| Employer contribution / active EE | $17,709 | $5,151+243.8% | $4,628+282.7% | $4,779+270.6% |
| Participant deferral / active EE | $12,479 | $6,799+83.5% | $6,426+94.2% | $5,609+122.5% |
| Admin fee / account holder | $8,752 | $10,916-19.8% | $9,284-5.7% | $10,827-19.2% |