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 | $189,593 | $107,334+76.6% | $92,893+104.1% | $152,861+24.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 24.36% | 145.58%-121.2pp | 109.41%-85.1pp | 345.32%-321.0pp |
| Employer contribution / active EE | $6,991 | $4,221+65.6% | $3,653+91.4% | $4,762+46.8% |
| Participant deferral / active EE | $3,361 | $4,845-30.6% | $4,236-20.7% | $5,850-42.6% |
| Admin fee / account holder | $1,195 | $7,079-83.1% | $5,794-79.4% | $11,596-89.7% |