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 | $224,997 | $179,726+25.2% | $156,263+44.0% | $142,382+58.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.36% | 77.86%-61.5pp | 59.47%-43.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $10,917 | $5,069+115.4% | $4,333+151.9% | $4,299+153.9% |
| Participant deferral / active EE | $2,138 | $6,956-69.3% | $6,158-65.3% | $6,507-67.1% |
| Admin fee / account holder | $28,690 | $17,272+66.1% | $14,255+101.3% | $12,624+127.3% |