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 | $210,916 | $157,256+34.1% | $141,162+49.4% | $152,861+38.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 37.67% | 64.32%-26.7pp | 71.39%-33.7pp | 345.32%-307.6pp |
| Employer contribution / active EE | $15,353 | $5,261+191.8% | $4,735+224.2% | $4,762+222.4% |
| Participant deferral / active EE | $4,830 | $7,109-32.1% | $6,709-28.0% | $5,850-17.4% |
| Admin fee / account holder | $4,654 | $12,120-61.6% | $10,261-54.6% | $11,596-59.9% |