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 | $232,088 | $135,635+71.1% | $110,238+110.5% | $135,375+71.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 15.98% | 513.19%-497.2pp | 314.74%-298.8pp | 519.73%-503.7pp |
| Employer contribution / active EE | $7,145 | $4,906+45.6% | $3,826+86.7% | $4,779+49.5% |
| Participant deferral / active EE | $7,680 | $5,506+39.5% | $4,672+64.4% | $5,609+36.9% |
| Admin fee / account holder | $6,810 | $11,457-40.6% | $8,547-20.3% | $10,827-37.1% |