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 | $221,153 | $110,257+100.6% | $96,544+129.1% | $139,434+58.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 10.36% | 26.32%-16.0pp | 25.84%-15.5pp | 372.94%-362.6pp |
| Employer contribution / active EE | $14,331 | $3,620+295.9% | $2,965+383.3% | $4,751+201.7% |
| Participant deferral / active EE | $3,107 | $5,548-44.0% | $4,851-35.9% | $6,710-53.7% |
| Admin fee / account holder | $20,455 | $11,591+76.5% | $8,252+147.9% | $11,403+79.4% |