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 | $229,380 | $177,572+29.2% | $154,803+48.2% | $142,382+61.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.65% | 65.07%-52.4pp | 58.88%-46.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $38,270 | $4,810+695.6% | $4,305+788.9% | $4,299+790.2% |
| Participant deferral / active EE | $38,435 | $6,272+512.8% | $5,540+593.7% | $6,507+490.7% |
| Admin fee / account holder | $11,874 | $16,786-29.3% | $14,329-17.1% | $12,624-5.9% |