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 | $199,916 | $157,256+27.1% | $141,162+41.6% | $152,861+30.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.76% | 64.32%-39.6pp | 71.39%-46.6pp | 345.32%-320.6pp |
| Employer contribution / active EE | $6,976 | $5,261+32.6% | $4,735+47.3% | $4,762+46.5% |
| Participant deferral / active EE | $8,099 | $7,109+13.9% | $6,709+20.7% | $5,850+38.4% |
| Admin fee / account holder | $649 | $12,120-94.6% | $10,261-93.7% | $11,596-94.4% |