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 | $235,223 | $157,256+49.6% | $141,162+66.6% | $152,861+53.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.06% | 64.32%-46.3pp | 71.39%-53.3pp | 345.32%-327.3pp |
| Employer contribution / active EE | $4,491 | $5,261-14.6% | $4,735-5.2% | $4,762-5.7% |
| Participant deferral / active EE | $17,890 | $7,109+151.6% | $6,709+166.7% | $5,850+205.8% |
| Admin fee / account holder | $49,007 | $12,120+304.3% | $10,261+377.6% | $11,596+322.6% |