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 | $211,567 | $117,841+79.5% | $102,423+106.6% | $145,922+45.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 19.21% | 31.65%-12.4pp | 29.32%-10.1pp | 561.29%-542.1pp |
| Employer contribution / active EE | $7,122 | $3,615+97.0% | $3,023+135.6% | $4,660+52.8% |
| Participant deferral / active EE | $23,576 | $5,731+311.4% | $5,053+366.6% | $6,688+252.5% |
| Admin fee / account holder | $1,573 | $13,326-88.2% | $9,451-83.4% | $13,397-88.3% |