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 | $188,255 | $157,256+19.7% | $141,162+33.4% | $152,861+23.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.30% | 64.32%-45.0pp | 71.39%-52.1pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,504 | $5,261-71.4% | $4,735-68.2% | $4,762-68.4% |
| Participant deferral / active EE | $21,000 | $7,109+195.4% | $6,709+213.0% | $5,850+259.0% |
| Admin fee / account holder | $802 | $12,120-93.4% | $10,261-92.2% | $11,596-93.1% |