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 | $193,752 | $138,065+40.3% | $123,544+56.8% | $135,375+43.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 6.99% | 153.68%-146.7pp | 119.20%-112.2pp | 519.73%-512.7pp |
| Employer contribution / active EE | $3,675 | $5,151-28.7% | $4,628-20.6% | $4,779-23.1% |
| Participant deferral / active EE | $4,891 | $6,799-28.1% | $6,426-23.9% | $5,609-12.8% |
| Admin fee / account holder | $101,681 | $10,916+831.5% | $9,284+995.2% | $10,827+839.1% |