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 | $219,235 | $183,519+19.5% | $155,509+41.0% | $145,922+50.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.32% | 61.17%-44.9pp | 64.67%-48.4pp | 561.29%-545.0pp |
| Employer contribution / active EE | $3,380 | $5,313-36.4% | $4,672-27.7% | $4,660-27.5% |
| Participant deferral / active EE | $8,125 | $6,462+25.7% | $5,626+44.4% | $6,688+21.5% |
| Admin fee / account holder | $127,561 | $19,313+560.5% | $15,912+701.7% | $13,397+852.2% |