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 | $192,586 | $111,535+72.7% | $105,223+83.0% | $137,256+40.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.71% | 237.85%-224.1pp | 180.65%-166.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $5,949 | $3,939+51.0% | $3,689+61.3% | $4,156+43.1% |
| Participant deferral / active EE | $11,972 | $5,500+117.7% | $5,072+136.1% | $6,407+86.9% |
| Admin fee / account holder | $48,111 | $9,721+394.9% | $8,859+443.1% | $12,270+292.1% |