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 | $201,216 | $124,281+61.9% | $109,143+84.4% | $167,490+20.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.01% | 26.04%-12.0pp | 25.75%-11.7pp | 478.56%-464.5pp |
| Employer contribution / active EE | $15,853 | $4,207+276.8% | $3,722+325.9% | $4,837+227.7% |
| Participant deferral / active EE | $7,528 | $5,255+43.2% | $4,653+61.8% | $6,341+18.7% |
| Admin fee / account holder | $203,117 | $7,970+2448.6% | $6,752+2908.2% | $12,309+1550.1% |