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 | $210,616 | $165,984+26.9% | $164,813+27.8% | $145,922+44.3% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 12.86% | 100.03%-87.2pp | 69.93%-57.1pp | 561.29%-548.4pp |
| Employer contribution / active EE | $10,633 | $5,273+101.6% | $4,341+144.9% | $4,660+128.2% |
| Participant deferral / active EE | $6,411 | $6,959-7.9% | $6,031+6.3% | $6,688-4.1% |
| Admin fee / account holder | $743 | $16,648-95.5% | $12,690-94.1% | $13,397-94.5% |