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 | $224,610 | $148,534+51.2% | $135,903+65.3% | $139,434+61.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.36% | 79.19%-62.8pp | 68.23%-51.9pp | 372.94%-356.6pp |
| Employer contribution / active EE | $16,891 | $5,243+222.2% | $4,856+247.8% | $4,751+255.5% |
| Participant deferral / active EE | $19,650 | $8,100+142.6% | $7,758+153.3% | $6,710+192.8% |
| Admin fee / account holder | $781 | $12,400-93.7% | $10,762-92.7% | $11,403-93.1% |