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 | $234,415 | $152,587+53.6% | $125,175+87.3% | $152,861+53.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 12.21% | 54.84%-42.6pp | 43.79%-31.6pp | 345.32%-333.1pp |
| Employer contribution / active EE | $9,379 | $4,946+89.6% | $3,865+142.6% | $4,762+96.9% |
| Participant deferral / active EE | $4,757 | $5,868-18.9% | $4,937-3.6% | $5,850-18.7% |
| Admin fee / account holder | $2,983 | $13,434-77.8% | $9,702-69.3% | $11,596-74.3% |