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 | $224,550 | $172,111+30.5% | $150,298+49.4% | $137,256+63.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 28.27% | 69.37%-41.1pp | 62.79%-34.5pp | 220.34%-192.1pp |
| Employer contribution / active EE | $4,536 | $4,636-2.2% | $4,154+9.2% | $4,156+9.1% |
| Participant deferral / active EE | $9,299 | $6,166+50.8% | $5,453+70.5% | $6,407+45.1% |
| Admin fee / account holder | $2,464 | $16,471-85.0% | $14,116-82.5% | $12,270-79.9% |