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 | $208,200 | $157,256+32.4% | $141,162+47.5% | $152,861+36.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.88% | 64.32%-46.4pp | 71.39%-53.5pp | 345.32%-327.4pp |
| Employer contribution / active EE | $7,313 | $5,261+39.0% | $4,735+54.4% | $4,762+53.6% |
| Participant deferral / active EE | $21,735 | $7,109+205.7% | $6,709+224.0% | $5,850+271.5% |
| Admin fee / account holder | $811 | $12,120-93.3% | $10,261-92.1% | $11,596-93.0% |