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 | $225,935 | $183,519+23.1% | $155,509+45.3% | $145,922+54.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.68% | 61.17%-40.5pp | 64.67%-44.0pp | 561.29%-540.6pp |
| Employer contribution / active EE | $3,375 | $5,313-36.5% | $4,672-27.8% | $4,660-27.6% |
| Participant deferral / active EE | $2,400 | $6,462-62.9% | $5,626-57.3% | $6,688-64.1% |
| Admin fee / account holder | $36,024 | $19,313+86.5% | $15,912+126.4% | $13,397+168.9% |