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 | $193,566 | $158,398+22.2% | $126,539+53.0% | $142,382+35.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 11.20% | 593.76%-582.6pp | 425.95%-414.7pp | 217.08%-205.9pp |
| Employer contribution / active EE | $16,049 | $4,650+245.1% | $3,674+336.8% | $4,299+273.3% |
| Participant deferral / active EE | $12,683 | $4,767+166.1% | $4,083+210.6% | $6,507+94.9% |
| Admin fee / account holder | $1,792 | $6,918-74.1% | $6,065-70.5% | $12,624-85.8% |