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 | $235,262 | $157,256+49.6% | $141,162+66.7% | $152,861+53.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.04% | 64.32%-43.3pp | 71.39%-50.4pp | 345.32%-324.3pp |
| Employer contribution / active EE | $9,483 | $5,261+80.3% | $4,735+100.3% | $4,762+99.1% |
| Participant deferral / active EE | $12,477 | $7,109+75.5% | $6,709+86.0% | $5,850+113.3% |
| Admin fee / account holder | $416 | $12,120-96.6% | $10,261-95.9% | $11,596-96.4% |