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 | $191,121 | $157,256+21.5% | $141,162+35.4% | $152,861+25.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.97% | 64.32%-41.4pp | 71.39%-48.4pp | 345.32%-322.3pp |
| Employer contribution / active EE | $18,687 | $5,261+255.2% | $4,735+294.7% | $4,762+292.4% |
| Participant deferral / active EE | $18,501 | $7,109+160.2% | $6,709+175.8% | $5,850+216.3% |
| Admin fee / account holder | $682 | $12,120-94.4% | $10,261-93.4% | $11,596-94.1% |