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 | $206,351 | $157,256+31.2% | $141,162+46.2% | $152,861+35.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.38% | 64.32%-42.9pp | 71.39%-50.0pp | 345.32%-323.9pp |
| Employer contribution / active EE | $2,097 | $5,261-60.1% | $4,735-55.7% | $4,762-56.0% |
| Participant deferral / active EE | $14,476 | $7,109+103.6% | $6,709+115.8% | $5,850+147.4% |
| Admin fee / account holder | $406 | $12,120-96.7% | $10,261-96.0% | $11,596-96.5% |