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 | $208,671 | $109,904+89.9% | $97,167+114.8% | $145,959+43.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.69% | 243.43%-233.7pp | 75.27%-65.6pp | 561.95%-552.3pp |
| Employer contribution / active EE | $2,716 | $3,084-12.0% | $2,729-0.5% | $4,661-41.7% |
| Participant deferral / active EE | $8,663 | $4,676+85.3% | $4,264+103.2% | $6,689+29.5% |
| Admin fee / account holder | $2,525 | $6,216-59.4% | $5,650-55.3% | $13,398-81.2% |