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 | $207,167 | $165,984+24.8% | $164,813+25.7% | $145,922+42.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.44% | 100.03%-79.6pp | 69.93%-49.5pp | 561.29%-540.8pp |
| Employer contribution / active EE | $4,097 | $5,273-22.3% | $4,341-5.6% | $4,660-12.1% |
| Participant deferral / active EE | $8,296 | $6,959+19.2% | $6,031+37.5% | $6,688+24.0% |
| Admin fee / account holder | $49,682 | $16,648+198.4% | $12,690+291.5% | $13,397+270.8% |