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 | $218,313 | $165,984+31.5% | $164,813+32.5% | $145,922+49.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.32% | 100.03%-90.7pp | 69.93%-60.6pp | 561.29%-552.0pp |
| Employer contribution / active EE | $8,333 | $5,273+58.0% | $4,341+92.0% | $4,660+78.8% |
| Participant deferral / active EE | $3,431 | $6,959-50.7% | $6,031-43.1% | $6,688-48.7% |
| Admin fee / account holder | $31,706 | $16,648+90.5% | $12,690+149.9% | $13,397+136.7% |