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 | $189,303 | $105,181+80.0% | $159,436+18.7% | $85,850+120.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.44% | 45.07%-29.6pp | 263.57%-248.1pp | 318.53%-303.1pp |
| Employer contribution / active EE | $5,205 | $3,318+56.9% | $4,829+7.8% | $2,565+102.9% |
| Participant deferral / active EE | $14,865 | $5,945+150.1% | $7,352+102.2% | $3,952+276.2% |
| Admin fee / account holder | $11,476 | $6,933+65.5% | $10,799+6.3% | $6,260+83.3% |