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 | $224,661 | $165,984+35.4% | $164,813+36.3% | $145,922+54.0% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 10.17% | 100.03%-89.9pp | 69.93%-59.8pp | 561.29%-551.1pp |
| Employer contribution / active EE | $18,583 | $5,273+252.4% | $4,341+328.1% | $4,660+298.8% |
| Participant deferral / active EE | $10,167 | $6,959+46.1% | $6,031+68.6% | $6,688+52.0% |
| Admin fee / account holder | $2,638 | $16,648-84.2% | $12,690-79.2% | $13,397-80.3% |