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 | $229,550 | $114,381+100.7% | $107,525+113.5% | $142,382+61.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.15% | 242.71%-225.6pp | 181.32%-164.2pp | 217.08%-199.9pp |
| Employer contribution / active EE | $13,392 | $4,015+233.6% | $3,754+256.8% | $4,299+211.5% |
| Participant deferral / active EE | $18,445 | $5,564+231.5% | $5,116+260.6% | $6,507+183.5% |
| Admin fee / account holder | $8,713 | $9,860-11.6% | $8,919-2.3% | $12,624-31.0% |