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 | $218,719 | $111,754+95.7% | $103,333+111.7% | $145,922+49.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.97% | 24.77%-11.8pp | 24.88%-11.9pp | 561.29%-548.3pp |
| Employer contribution / active EE | $7,464 | $4,212+77.2% | $3,868+93.0% | $4,660+60.2% |
| Participant deferral / active EE | $2,734 | $5,619-51.3% | $5,057-45.9% | $6,688-59.1% |
| Admin fee / account holder | $30,031 | $9,750+208.0% | $8,355+259.5% | $13,397+124.2% |