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 | $230,439 | $183,519+25.6% | $155,509+48.2% | $145,922+57.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.68% | 61.17%-49.5pp | 64.67%-53.0pp | 561.29%-549.6pp |
| Employer contribution / active EE | $9,747 | $5,313+83.5% | $4,672+108.6% | $4,660+109.2% |
| Participant deferral / active EE | $9,492 | $6,462+46.9% | $5,626+68.7% | $6,688+41.9% |
| Admin fee / account holder | $1,650 | $19,313-91.5% | $15,912-89.6% | $13,397-87.7% |