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 | $141,494 | $103,376+36.9% | $87,100+62.4% | $152,861-7.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 17.69% | 28.10%-10.4pp | 28.19%-10.5pp | 345.32%-327.6pp |
| Employer contribution / active EE | $11,297 | $3,220+250.8% | $2,521+348.1% | $4,762+137.2% |
| Participant deferral / active EE | $9,314 | $4,778+94.9% | $4,049+130.1% | $5,850+59.2% |
| Admin fee / account holder | $463 | $12,205-96.2% | $7,497-93.8% | $11,596-96.0% |