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 | $211,634 | $175,202+20.8% | $149,673+41.4% | $139,434+51.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.02% | 166.71%-154.7pp | 134.42%-122.4pp | 372.94%-360.9pp |
| Employer contribution / active EE | $17,718 | $5,474+223.7% | $4,818+267.8% | $4,751+272.9% |
| Participant deferral / active EE | $12,700 | $6,519+94.8% | $5,680+123.6% | $6,710+89.3% |
| Admin fee / account holder | $886 | $16,150-94.5% | $13,210-93.3% | $11,403-92.2% |