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 | $230,557 | $183,592+25.6% | $155,567+48.2% | $145,959+58.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.53% | 61.24%-39.7pp | 64.74%-43.2pp | 561.95%-540.4pp |
| Employer contribution / active EE | $10,271 | $5,315+93.3% | $4,674+119.7% | $4,661+120.4% |
| Participant deferral / active EE | $9,686 | $6,464+49.8% | $5,628+72.1% | $6,689+44.8% |
| Admin fee / account holder | $8,984 | $19,318-53.5% | $15,916-43.6% | $13,398-32.9% |