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 | $247,831 | $157,256+57.6% | $141,162+75.6% | $152,861+62.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.67% | 64.32%-43.6pp | 71.39%-50.7pp | 345.32%-324.6pp |
| Employer contribution / active EE | $11,852 | $5,261+125.3% | $4,735+150.3% | $4,762+148.9% |
| Participant deferral / active EE | $6,734 | $7,109-5.3% | $6,709+0.4% | $5,850+15.1% |
| Admin fee / account holder | $2,446 | $12,120-79.8% | $10,261-76.2% | $11,596-78.9% |