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 | $218,333 | $157,256+38.8% | $141,162+54.7% | $152,861+42.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.86% | 64.32%-44.5pp | 71.39%-51.5pp | 345.32%-325.5pp |
| Employer contribution / active EE | $12,000 | $5,261+128.1% | $4,735+153.4% | $4,762+152.0% |
| Participant deferral / active EE | $10,531 | $7,109+48.1% | $6,709+57.0% | $5,850+80.0% |
| Admin fee / account holder | $53,455 | $12,120+341.0% | $10,261+420.9% | $11,596+361.0% |