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 | $211,116 | $115,770+82.4% | $101,248+108.5% | $158,922+32.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.37% | 56.14%-32.8pp | 46.47%-23.1pp | 302.83%-279.5pp |
| Employer contribution / active EE | $13,610 | $4,175+226.0% | $3,660+271.9% | $4,761+185.8% |
| Participant deferral / active EE | $12,140 | $4,957+144.9% | $4,370+177.8% | $5,982+102.9% |
| Admin fee / account holder | $2,857 | $7,245-60.6% | $5,945-51.9% | $11,246-74.6% |