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 | $225,392 | $144,119+56.4% | $117,854+91.2% | $147,584+52.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.85% | 531.15%-517.3pp | 335.08%-321.2pp | 578.55%-564.7pp |
| Employer contribution / active EE | $3,070 | $4,896-37.3% | $3,786-18.9% | $4,876-37.0% |
| Participant deferral / active EE | $17,599 | $5,316+231.1% | $4,482+292.7% | $5,439+223.6% |
| Admin fee / account holder | $1,575 | $10,886-85.5% | $8,020-80.4% | $10,885-85.5% |