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 | $226,648 | $232,540-2.5% | $185,117+22.4% | $147,584+53.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 12.60% | 43.03%-30.4pp | 40.50%-27.9pp | 578.55%-565.9pp |
| Employer contribution / active EE | $13,250 | $5,195+155.0% | $4,182+216.9% | $4,876+171.7% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,999 | $10,275-80.5% | $8,159-75.5% | $10,885-81.6% |