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 | $249,995 | $183,519+36.2% | $155,509+60.8% | $145,922+71.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.77% | 61.17%-49.4pp | 64.67%-52.9pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,390 | $5,313-73.8% | $4,672-70.3% | $4,660-70.2% |
| Participant deferral / active EE | $6,970 | $6,462+7.9% | $5,626+23.9% | $6,688+4.2% |
| Admin fee / account holder | $2,821 | $19,313-85.4% | $15,912-82.3% | $13,397-78.9% |