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 | $221,652 | $157,256+40.9% | $141,162+57.0% | $152,861+45.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.47% | 64.32%-42.9pp | 71.39%-49.9pp | 345.32%-323.8pp |
| Employer contribution / active EE | $3,801 | $5,261-27.8% | $4,735-19.7% | $4,762-20.2% |
| Participant deferral / active EE | $10,332 | $7,109+45.3% | $6,709+54.0% | $5,850+76.6% |
| Admin fee / account holder | $4,440 | $12,120-63.4% | $10,261-56.7% | $11,596-61.7% |