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 | $224,368 | $157,256+42.7% | $141,162+58.9% | $152,861+46.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.49% | 64.32%-40.8pp | 71.39%-47.9pp | 345.32%-321.8pp |
| Employer contribution / active EE | $14,207 | $5,261+170.1% | $4,735+200.0% | $4,762+198.3% |
| Participant deferral / active EE | $9,839 | $7,109+38.4% | $6,709+46.7% | $5,850+68.2% |
| Admin fee / account holder | $21,909 | $12,120+80.8% | $10,261+113.5% | $11,596+88.9% |