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 | $158,726 | $81,632+94.4% | $70,449+125.3% | $158,922-0.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 13.47% | 208.40%-194.9pp | 109.03%-95.6pp | 302.83%-289.4pp |
| Employer contribution / active EE | $9,799 | $3,217+204.6% | $2,737+258.1% | $4,761+105.8% |
| Participant deferral / active EE | $7,230 | $4,554+58.8% | $3,709+94.9% | $5,982+20.9% |
| Admin fee / account holder | $20,532 | $6,193+231.6% | $3,845+434.0% | $11,246+82.6% |