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 | $243,206 | $157,256+54.7% | $141,162+72.3% | $152,861+59.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.65% | 64.32%-39.7pp | 71.39%-46.7pp | 345.32%-320.7pp |
| Employer contribution / active EE | $5,321 | $5,261+1.1% | $4,735+12.4% | $4,762+11.7% |
| Participant deferral / active EE | $12,268 | $7,109+72.6% | $6,709+82.9% | $5,850+109.7% |
| Admin fee / account holder | $2,166 | $12,120-82.1% | $10,261-78.9% | $11,596-81.3% |