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 | $230,232 | $157,256+46.4% | $141,162+63.1% | $152,861+50.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 31.24% | 64.32%-33.1pp | 71.39%-40.1pp | 345.32%-314.1pp |
| Employer contribution / active EE | $4,358 | $5,261-17.2% | $4,735-8.0% | $4,762-8.5% |
| Participant deferral / active EE | $9,580 | $7,109+34.8% | $6,709+42.8% | $5,850+63.8% |
| Admin fee / account holder | $17,913 | $12,120+47.8% | $10,261+74.6% | $11,596+54.5% |