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 | $213,688 | $148,534+43.9% | $135,903+57.2% | $139,434+53.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.65% | 79.19%-53.5pp | 68.23%-42.6pp | 372.94%-347.3pp |
| Employer contribution / active EE | $10,148 | $5,243+93.6% | $4,856+109.0% | $4,751+113.6% |
| Participant deferral / active EE | $20,370 | $8,100+151.5% | $7,758+162.6% | $6,710+203.6% |
| Admin fee / account holder | $564 | $12,400-95.5% | $10,762-94.8% | $11,403-95.1% |