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 | $204,778 | $157,256+30.2% | $141,162+45.1% | $152,861+34.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.16% | 64.32%-47.2pp | 71.39%-54.2pp | 345.32%-328.2pp |
| Employer contribution / active EE | $11,870 | $5,261+125.6% | $4,735+150.7% | $4,762+149.2% |
| Participant deferral / active EE | $14,246 | $7,109+100.4% | $6,709+112.3% | $5,850+143.5% |
| Admin fee / account holder | $45,091 | $12,120+272.0% | $10,261+339.4% | $11,596+288.8% |