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 | $202,030 | $124,319+62.5% | $111,297+81.5% | $167,490+20.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 11.99% | 37.44%-25.4pp | 54.65%-42.7pp | 478.56%-466.6pp |
| Employer contribution / active EE | $4,545 | $3,435+32.3% | $2,731+66.4% | $4,837-6.0% |
| Participant deferral / active EE | $3,313 | $5,180-36.0% | $4,487-26.2% | $6,341-47.8% |
| Admin fee / account holder | $12,284 | $10,618+15.7% | $7,964+54.2% | $12,309-0.2% |