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 | $233,513 | $232,540+0.4% | $185,117+26.1% | $147,584+58.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 10.36% | 43.03%-32.7pp | 40.50%-30.1pp | 578.55%-568.2pp |
| Employer contribution / active EE | $729 | $5,195-86.0% | $4,182-82.6% | $4,876-85.0% |
| Participant deferral / active EE | $12,934 | $5,834+121.7% | $5,045+156.4% | $5,439+137.8% |
| Admin fee / account holder | $66,088 | $10,275+543.2% | $8,159+710.0% | $10,885+507.1% |