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 | $219,313 | $137,414+59.6% | $189,513+15.7% | $85,850+155.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 17.42% | 38.14%-20.7pp | 555.15%-537.7pp | 318.53%-301.1pp |
| Employer contribution / active EE | $11,042 | $4,344+154.2% | $6,162+79.2% | $2,565+330.5% |
| Participant deferral / active EE | $14,726 | $6,260+135.2% | $8,221+79.1% | $3,952+272.6% |
| Admin fee / account holder | $4,470 | $8,630-48.2% | $12,045-62.9% | $6,260-28.6% |