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 | $233,646 | $117,841+98.3% | $102,423+128.1% | $145,922+60.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.41% | 31.65%-21.2pp | 29.32%-18.9pp | 561.29%-550.9pp |
| Employer contribution / active EE | $10,329 | $3,615+185.7% | $3,023+241.6% | $4,660+121.7% |
| Participant deferral / active EE | $15,874 | $5,731+177.0% | $5,053+214.2% | $6,688+137.4% |
| Admin fee / account holder | $19,291 | $13,326+44.8% | $9,451+104.1% | $13,397+44.0% |