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 | $241,001 | $157,256+53.3% | $141,162+70.7% | $152,861+57.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.75% | 64.32%-42.6pp | 71.39%-49.6pp | 345.32%-323.6pp |
| Employer contribution / active EE | $7,019 | $5,261+33.4% | $4,735+48.2% | $4,762+47.4% |
| Participant deferral / active EE | $10,579 | $7,109+48.8% | $6,709+57.7% | $5,850+80.8% |
| Admin fee / account holder | $1,571 | $12,120-87.0% | $10,261-84.7% | $11,596-86.4% |