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 | $243,204 | $157,256+54.7% | $141,162+72.3% | $152,861+59.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.75% | 64.32%-40.6pp | 71.39%-47.6pp | 345.32%-321.6pp |
| Employer contribution / active EE | $12,746 | $5,261+142.3% | $4,735+169.2% | $4,762+167.6% |
| Participant deferral / active EE | $7,650 | $7,109+7.6% | $6,709+14.0% | $5,850+30.8% |
| Admin fee / account holder | $1,430 | $12,120-88.2% | $10,261-86.1% | $11,596-87.7% |