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 | $228,694 | $162,781+40.5% | $133,956+70.7% | $158,922+43.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.81% | 41.94%-23.1pp | 45.09%-26.3pp | 302.83%-284.0pp |
| Employer contribution / active EE | $5,133 | $4,975+3.2% | $3,919+31.0% | $4,761+7.8% |
| Participant deferral / active EE | $10,333 | $5,911+74.8% | $5,048+104.7% | $5,982+72.7% |
| Admin fee / account holder | $153,689 | $11,736+1209.5% | $8,927+1621.6% | $11,246+1266.6% |