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 | $192,957 | $117,841+63.7% | $102,423+88.4% | $145,922+32.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.91% | 31.65%-16.7pp | 29.32%-14.4pp | 561.29%-546.4pp |
| Employer contribution / active EE | $31,454 | $3,615+770.2% | $3,023+940.4% | $4,660+575.0% |
| Participant deferral / active EE | $19,060 | $5,731+232.6% | $5,053+277.2% | $6,688+185.0% |
| Admin fee / account holder | $69,397 | $13,326+420.8% | $9,451+634.3% | $13,397+418.0% |