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 | $218,207 | $115,770+88.5% | $101,248+115.5% | $158,922+37.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.79% | 56.14%-39.4pp | 46.47%-29.7pp | 302.83%-286.0pp |
| Employer contribution / active EE | $10,093 | $4,175+141.8% | $3,660+175.8% | $4,761+112.0% |
| Participant deferral / active EE | $12,775 | $4,957+157.7% | $4,370+192.3% | $5,982+113.6% |
| Admin fee / account holder | $2,391 | $7,245-67.0% | $5,945-59.8% | $11,246-78.7% |