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 | $240,150 | $115,770+107.4% | $101,248+137.2% | $158,922+51.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.61% | 56.14%-37.5pp | 46.47%-27.9pp | 302.83%-284.2pp |
| Employer contribution / active EE | $11,740 | $4,175+181.2% | $3,660+220.8% | $4,761+146.6% |
| Participant deferral / active EE | $10,326 | $4,957+108.3% | $4,370+136.3% | $5,982+72.6% |
| Admin fee / account holder | $10,477 | $7,245+44.6% | $5,945+76.2% | $11,246-6.8% |