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 | $207,291 | $168,632+22.9% | $147,614+40.4% | $125,391+65.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.58% | 77.65%-77.1pp | 61.98%-61.4pp | 282.22%-281.6pp |
| Employer contribution / active EE | $9,424 | $6,252+50.7% | $5,564+69.4% | $4,866+93.7% |
| Participant deferral / active EE | $5,129 | $5,507-6.9% | $4,895+4.8% | $5,352-4.2% |
| Admin fee / account holder | $19,804 | $13,580+45.8% | $11,611+70.6% | $9,540+107.6% |