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 | $205,202 | $157,256+30.5% | $141,162+45.4% | $152,861+34.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.05% | 64.32%-38.3pp | 71.39%-45.3pp | 345.32%-319.3pp |
| Employer contribution / active EE | $19,667 | $5,261+273.8% | $4,735+315.3% | $4,762+313.0% |
| Participant deferral / active EE | $39,333 | $7,109+453.3% | $6,709+486.3% | $5,850+572.3% |
| Admin fee / account holder | $3,634 | $12,120-70.0% | $10,261-64.6% | $11,596-68.7% |