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 | $192,977 | $157,256+22.7% | $141,162+36.7% | $152,861+26.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.34% | 64.32%-43.0pp | 71.39%-50.1pp | 345.32%-324.0pp |
| Employer contribution / active EE | $16,432 | $5,261+212.3% | $4,735+247.0% | $4,762+245.0% |
| Participant deferral / active EE | $8,144 | $7,109+14.6% | $6,709+21.4% | $5,850+39.2% |
| Admin fee / account holder | $1,156 | $12,120-90.5% | $10,261-88.7% | $11,596-90.0% |