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 | $220,661 | $148,534+48.6% | $135,903+62.4% | $139,434+58.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.68% | 79.19%-64.5pp | 68.23%-53.6pp | 372.94%-358.3pp |
| Employer contribution / active EE | $23,214 | $5,243+342.8% | $4,856+378.0% | $4,751+388.6% |
| Participant deferral / active EE | $3,778 | $8,100-53.4% | $7,758-51.3% | $6,710-43.7% |
| Admin fee / account holder | $4,138 | $12,400-66.6% | $10,762-61.5% | $11,403-63.7% |