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 | $204,637 | $107,934+89.6% | $91,989+122.5% | $152,861+33.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 21.87% | 89.24%-67.4pp | 69.02%-47.1pp | 345.32%-323.4pp |
| Employer contribution / active EE | $4,227 | $4,210+0.4% | $3,452+22.5% | $4,762-11.2% |
| Participant deferral / active EE | $12,094 | $6,364+90.0% | $5,923+104.2% | $5,850+106.7% |
| Admin fee / account holder | $35,655 | $10,520+238.9% | $7,743+360.5% | $11,596+207.5% |