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 | $249,860 | $98,240+154.3% | $82,313+203.5% | $147,584+69.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 10.59% | 30.85%-20.3pp | 25.88%-15.3pp | 578.55%-568.0pp |
| Employer contribution / active EE | $13,043 | $3,192+308.7% | $2,428+437.1% | $4,876+167.5% |
| Participant deferral / active EE | $1,701 | $4,383-61.2% | $3,706-54.1% | $5,439-68.7% |
| Admin fee / account holder | $12,050 | $8,563+40.7% | $5,608+114.9% | $10,885+10.7% |