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 | $209,329 | $105,181+99.0% | $159,436+31.3% | $85,850+143.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.00% | 45.07%-31.1pp | 263.57%-249.6pp | 318.53%-304.5pp |
| Employer contribution / active EE | $14,425 | $3,318+334.7% | $4,829+198.7% | $2,565+462.4% |
| Participant deferral / active EE | $12,909 | $5,945+117.1% | $7,352+75.6% | $3,952+226.7% |
| Admin fee / account holder | $6,284 | $6,933-9.4% | $10,799-41.8% | $6,260+0.4% |