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 | $215,227 | $183,519+17.3% | $155,509+38.4% | $145,922+47.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.22% | 61.17%-40.9pp | 64.67%-44.4pp | 561.29%-541.1pp |
| Employer contribution / active EE | $8,414 | $5,313+58.4% | $4,672+80.1% | $4,660+80.6% |
| Participant deferral / active EE | $6,778 | $6,462+4.9% | $5,626+20.5% | $6,688+1.3% |
| Admin fee / account holder | $9,339 | $19,313-51.6% | $15,912-41.3% | $13,397-30.3% |