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 | $170,026 | $105,126+61.7% | $94,646+79.6% | $139,434+21.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 19.72% | 38.03%-18.3pp | 156.71%-137.0pp | 372.94%-353.2pp |
| Employer contribution / active EE | $10,423 | $4,106+153.9% | $3,672+183.8% | $4,751+119.4% |
| Participant deferral / active EE | $14,176 | $7,599+86.5% | $7,418+91.1% | $6,710+111.3% |
| Admin fee / account holder | $387 | $8,984-95.7% | $7,231-94.6% | $11,403-96.6% |