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 | $220,675 | $152,587+44.6% | $125,175+76.3% | $152,861+44.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.77% | 54.84%-36.1pp | 43.79%-25.0pp | 345.32%-326.5pp |
| Employer contribution / active EE | $15,638 | $4,946+216.2% | $3,865+304.6% | $4,762+228.4% |
| Participant deferral / active EE | $7,481 | $5,868+27.5% | $4,937+51.5% | $5,850+27.9% |
| Admin fee / account holder | $4,203 | $13,434-68.7% | $9,702-56.7% | $11,596-63.8% |