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 | $209,960 | $157,256+33.5% | $141,162+48.7% | $152,861+37.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.51% | 64.32%-40.8pp | 71.39%-47.9pp | 345.32%-321.8pp |
| Employer contribution / active EE | $10,285 | $5,261+95.5% | $4,735+117.2% | $4,762+116.0% |
| Participant deferral / active EE | $9,733 | $7,109+36.9% | $6,709+45.1% | $5,850+66.4% |
| Admin fee / account holder | $899 | $12,120-92.6% | $10,261-91.2% | $11,596-92.3% |