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 | $243,067 | $183,592+32.4% | $155,567+56.2% | $145,959+66.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.64% | 61.24%-44.6pp | 64.74%-48.1pp | 561.95%-545.3pp |
| Employer contribution / active EE | $9,330 | $5,315+75.6% | $4,674+99.6% | $4,661+100.2% |
| Participant deferral / active EE | $10,289 | $6,464+59.2% | $5,628+82.8% | $6,689+53.8% |
| Admin fee / account holder | $1,365 | $19,318-92.9% | $15,916-91.4% | $13,398-89.8% |