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 | $244,640 | $148,534+64.7% | $135,903+80.0% | $139,434+75.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.49% | 79.19%-64.7pp | 68.23%-53.7pp | 372.94%-358.5pp |
| Employer contribution / active EE | $8,140 | $5,243+55.2% | $4,856+67.6% | $4,751+71.3% |
| Participant deferral / active EE | $14,983 | $8,100+85.0% | $7,758+93.1% | $6,710+123.3% |
| Admin fee / account holder | $1,321 | $12,400-89.3% | $10,762-87.7% | $11,403-88.4% |