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 | $190,531 | $157,256+21.2% | $141,162+35.0% | $152,861+24.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.05% | 64.32%-38.3pp | 71.39%-45.3pp | 345.32%-319.3pp |
| Employer contribution / active EE | $9,598 | $5,261+82.4% | $4,735+102.7% | $4,762+101.6% |
| Participant deferral / active EE | $14,244 | $7,109+100.3% | $6,709+112.3% | $5,850+143.5% |
| Admin fee / account holder | $14,106 | $12,120+16.4% | $10,261+37.5% | $11,596+21.6% |