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 | $207,491 | $115,770+79.2% | $101,248+104.9% | $158,922+30.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.04% | 56.14%-44.1pp | 46.47%-34.4pp | 302.83%-290.8pp |
| Employer contribution / active EE | $16,969 | $4,175+306.5% | $3,660+363.7% | $4,761+256.4% |
| Participant deferral / active EE | $11,143 | $4,957+124.8% | $4,370+155.0% | $5,982+86.3% |
| Admin fee / account holder | $18,860 | $7,245+160.3% | $5,945+217.2% | $11,246+67.7% |