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 | $244,918 | $214,378+14.2% | $200,582+22.1% | $142,382+72.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.76% | 46.41%-32.6pp | 42.33%-28.6pp | 217.08%-203.3pp |
| Employer contribution / active EE | $24,218 | $6,841+254.0% | $6,419+277.3% | $4,299+463.3% |
| Participant deferral / active EE | $13,197 | $9,865+33.8% | $9,331+41.4% | $6,507+102.8% |
| Admin fee / account holder | $69,706 | $17,692+294.0% | $16,305+327.5% | $12,624+452.2% |