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 | $233,562 | $183,519+27.3% | $155,509+50.2% | $145,922+60.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.91% | 61.17%-46.3pp | 64.67%-49.8pp | 561.29%-546.4pp |
| Employer contribution / active EE | $12,931 | $5,313+143.4% | $4,672+176.7% | $4,660+177.5% |
| Participant deferral / active EE | $11,126 | $6,462+72.2% | $5,626+97.7% | $6,688+66.4% |
| Admin fee / account holder | $7,601 | $19,313-60.6% | $15,912-52.2% | $13,397-43.3% |