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 | $200,260 | $157,256+27.3% | $141,162+41.9% | $152,861+31.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.15% | 64.32%-36.2pp | 71.39%-43.2pp | 345.32%-317.2pp |
| Employer contribution / active EE | $2,489 | $5,261-52.7% | $4,735-47.4% | $4,762-47.7% |
| Participant deferral / active EE | $16,460 | $7,109+131.5% | $6,709+145.3% | $5,850+181.4% |
| Admin fee / account holder | $20,794 | $12,120+71.6% | $10,261+102.6% | $11,596+79.3% |