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 | $237,419 | $157,256+51.0% | $141,162+68.2% | $152,861+55.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.56% | 64.32%-47.8pp | 71.39%-54.8pp | 345.32%-328.8pp |
| Employer contribution / active EE | $2,610 | $5,261-50.4% | $4,735-44.9% | $4,762-45.2% |
| Participant deferral / active EE | $7,859 | $7,109+10.5% | $6,709+17.1% | $5,850+34.3% |
| Admin fee / account holder | $58,784 | $12,120+385.0% | $10,261+472.9% | $11,596+406.9% |