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 | $203,699 | $111,754+82.3% | $103,333+97.1% | $145,922+39.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.10% | 24.77%-13.7pp | 24.88%-13.8pp | 561.29%-550.2pp |
| Employer contribution / active EE | $17,353 | $4,212+311.9% | $3,868+348.6% | $4,660+272.4% |
| Participant deferral / active EE | $6,484 | $5,619+15.4% | $5,057+28.2% | $6,688-3.0% |
| Admin fee / account holder | $25,503 | $9,750+161.6% | $8,355+205.3% | $13,397+90.4% |