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 | $207,238 | $118,680+74.6% | $98,907+109.5% | $158,922+30.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 7.74% | 372.35%-364.6pp | 196.43%-188.7pp | 302.83%-295.1pp |
| Employer contribution / active EE | $5,173 | $3,333+55.2% | $2,689+92.4% | $4,761+8.6% |
| Participant deferral / active EE | $12,209 | $5,088+140.0% | $4,244+187.7% | $5,982+104.1% |
| Admin fee / account holder | $9,593 | $10,131-5.3% | $6,642+44.4% | $11,246-14.7% |