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 | $197,140 | $115,770+70.3% | $101,248+94.7% | $158,922+24.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 42.47% | 56.14%-13.7pp | 46.47%-4.0pp | 302.83%-260.4pp |
| Employer contribution / active EE | $8,527 | $4,175+104.3% | $3,660+133.0% | $4,761+79.1% |
| Participant deferral / active EE | $8,870 | $4,957+78.9% | $4,370+103.0% | $5,982+48.3% |
| Admin fee / account holder | $951 | $7,245-86.9% | $5,945-84.0% | $11,246-91.5% |