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 | $231,130 | $89,753+157.5% | $107,525+115.0% | $84,808+172.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 14.46% | 29.48%-15.0pp | 181.32%-166.9pp | 40.90%-26.4pp |
| Employer contribution / active EE | $8,160 | $3,113+162.1% | $3,754+117.4% | $2,631+210.2% |
| Participant deferral / active EE | $7,957 | $4,056+96.2% | $5,116+55.5% | $4,212+88.9% |
| Admin fee / account holder | $594 | $7,222-91.8% | $8,919-93.3% | $7,344-91.9% |