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 | $212,861 | $183,519+16.0% | $155,509+36.9% | $145,922+45.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.29% | 61.17%-48.9pp | 64.67%-52.4pp | 561.29%-549.0pp |
| Employer contribution / active EE | $8,411 | $5,313+58.3% | $4,672+80.0% | $4,660+80.5% |
| Participant deferral / active EE | $8,300 | $6,462+28.4% | $5,626+47.5% | $6,688+24.1% |
| Admin fee / account holder | $10,612 | $19,313-45.1% | $15,912-33.3% | $13,397-20.8% |