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 | $221,386 | $157,256+40.8% | $141,162+56.8% | $152,861+44.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.79% | 64.32%-43.5pp | 71.39%-50.6pp | 345.32%-324.5pp |
| Employer contribution / active EE | $18,266 | $5,261+247.2% | $4,735+285.8% | $4,762+283.6% |
| Participant deferral / active EE | $19,733 | $7,109+177.6% | $6,709+194.1% | $5,850+237.3% |
| Admin fee / account holder | $1,612 | $12,120-86.7% | $10,261-84.3% | $11,596-86.1% |