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 | $235,967 | $183,519+28.6% | $155,509+51.7% | $145,922+61.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.02% | 61.17%-49.1pp | 64.67%-52.6pp | 561.29%-549.3pp |
| Employer contribution / active EE | $15,929 | $5,313+199.8% | $4,672+240.9% | $4,660+241.8% |
| Participant deferral / active EE | $5,452 | $6,462-15.6% | $5,626-3.1% | $6,688-18.5% |
| Admin fee / account holder | $10,707 | $19,313-44.6% | $15,912-32.7% | $13,397-20.1% |