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 | $231,065 | $157,256+46.9% | $141,162+63.7% | $152,861+51.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.62% | 64.32%-45.7pp | 71.39%-52.8pp | 345.32%-326.7pp |
| Employer contribution / active EE | $14,659 | $5,261+178.6% | $4,735+209.6% | $4,762+207.8% |
| Participant deferral / active EE | $8,315 | $7,109+17.0% | $6,709+23.9% | $5,850+42.1% |
| Admin fee / account holder | $83,893 | $12,120+592.2% | $10,261+717.6% | $11,596+623.4% |