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 | $215,242 | $227,553-5.4% | $189,557+13.6% | $167,490+28.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.61% | 78.40%-64.8pp | 64.17%-50.6pp | 478.56%-464.9pp |
| Employer contribution / active EE | $2,819 | $5,316-47.0% | $4,412-36.1% | $4,837-41.7% |
| Participant deferral / active EE | $12,351 | $7,002+76.4% | $6,174+100.1% | $6,341+94.8% |
| Admin fee / account holder | $58,866 | $11,878+395.6% | $9,807+500.2% | $12,309+378.2% |