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 | $226,123 | $137,414+64.6% | $189,513+19.3% | $85,850+163.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 12.07% | 38.14%-26.1pp | 555.15%-543.1pp | 318.53%-306.5pp |
| Employer contribution / active EE | $5,459 | $4,344+25.7% | $6,162-11.4% | $2,565+112.8% |
| Participant deferral / active EE | $12,915 | $6,260+106.3% | $8,221+57.1% | $3,952+226.8% |
| Admin fee / account holder | $755 | $8,630-91.2% | $12,045-93.7% | $6,260-87.9% |