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 | $249,015 | $152,587+63.2% | $125,175+98.9% | $152,861+62.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 26.23% | 54.84%-28.6pp | 43.79%-17.6pp | 345.32%-319.1pp |
| Employer contribution / active EE | $8,374 | $4,946+69.3% | $3,865+116.6% | $4,762+75.8% |
| Participant deferral / active EE | $8,894 | $5,868+51.6% | $4,937+80.2% | $5,850+52.0% |
| Admin fee / account holder | $1,301 | $13,434-90.3% | $9,702-86.6% | $11,596-88.8% |