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 | $228,662 | $115,770+97.5% | $101,248+125.8% | $158,922+43.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.84% | 56.14%-42.3pp | 46.47%-32.6pp | 302.83%-289.0pp |
| Employer contribution / active EE | $2,957 | $4,175-29.2% | $3,660-19.2% | $4,761-37.9% |
| Participant deferral / active EE | $10,324 | $4,957+108.3% | $4,370+136.2% | $5,982+72.6% |
| Admin fee / account holder | $23,745 | $7,245+227.7% | $5,945+299.4% | $11,246+111.1% |