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 | $230,923 | $127,777+80.7% | $106,548+116.7% | $167,490+37.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 15.48% | 33.87%-18.4pp | 26.80%-11.3pp | 478.56%-463.1pp |
| Employer contribution / active EE | $1,711 | $3,427-50.1% | $2,819-39.3% | $4,837-64.6% |
| Participant deferral / active EE | $6,833 | $5,087+34.3% | $4,398+55.4% | $6,341+7.8% |
| Admin fee / account holder | $541 | $11,228-95.2% | $7,407-92.7% | $12,309-95.6% |