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 | $222,661 | $176,377+26.2% | $134,143+66.0% | $158,922+40.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 13.40% | 63.63%-50.2pp | 36.33%-22.9pp | 302.83%-289.4pp |
| Employer contribution / active EE | $29,426 | $5,040+483.8% | $3,704+694.5% | $4,761+518.0% |
| Participant deferral / active EE | $25,933 | $4,091+533.8% | $3,499+641.2% | $5,982+333.5% |
| Admin fee / account holder | $1,336 | $8,718-84.7% | $6,684-80.0% | $11,246-88.1% |