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 | $223,161 | $157,256+41.9% | $141,162+58.1% | $152,861+46.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.78% | 64.32%-40.5pp | 71.39%-47.6pp | 345.32%-321.5pp |
| Employer contribution / active EE | $11,976 | $5,261+127.6% | $4,735+152.9% | $4,762+151.5% |
| Participant deferral / active EE | $3,091 | $7,109-56.5% | $6,709-53.9% | $5,850-47.2% |
| Admin fee / account holder | $339 | $12,120-97.2% | $10,261-96.7% | $11,596-97.1% |