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 | $232,656 | $157,256+47.9% | $141,162+64.8% | $152,861+52.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.32% | 64.32%-49.0pp | 71.39%-56.1pp | 345.32%-330.0pp |
| Employer contribution / active EE | $9,275 | $5,261+76.3% | $4,735+95.9% | $4,762+94.8% |
| Participant deferral / active EE | $9,500 | $7,109+33.6% | $6,709+41.6% | $5,850+62.4% |
| Admin fee / account holder | $16,553 | $12,120+36.6% | $10,261+61.3% | $11,596+42.7% |