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 | $237,289 | $157,256+50.9% | $141,162+68.1% | $152,861+55.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.58% | 64.32%-46.7pp | 71.39%-53.8pp | 345.32%-327.7pp |
| Employer contribution / active EE | $7,723 | $5,261+46.8% | $4,735+63.1% | $4,762+62.2% |
| Participant deferral / active EE | $7,865 | $7,109+10.6% | $6,709+17.2% | $5,850+34.4% |
| Admin fee / account holder | $2,647 | $12,120-78.2% | $10,261-74.2% | $11,596-77.2% |