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 | $197,387 | $108,919+81.2% | $100,391+96.6% | $145,922+35.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 20.11% | 57.88%-37.8pp | 49.20%-29.1pp | 561.29%-541.2pp |
| Employer contribution / active EE | $7,542 | $4,419+70.7% | $3,942+91.3% | $4,660+61.9% |
| Participant deferral / active EE | $13,517 | $8,445+60.1% | $8,082+67.3% | $6,688+102.1% |
| Admin fee / account holder | $33,257 | $9,689+243.3% | $7,899+321.0% | $13,397+148.2% |