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 | $213,504 | $147,727+44.5% | $115,756+84.4% | $134,475+58.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -16.75% | 73.96%-90.7pp | 143.14%-159.9pp | 417.96%-434.7pp |
| Employer contribution / active EE | $23,014 | $4,713+388.3% | $3,793+506.8% | $4,740+385.6% |
| Participant deferral / active EE | $18,691 | $7,563+147.1% | $6,254+198.9% | $6,400+192.1% |
| Admin fee / account holder | $15,470 | $14,571+6.2% | $8,124+90.4% | $11,426+35.4% |