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 | $213,322 | $165,984+28.5% | $164,813+29.4% | $145,922+46.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.31% | 100.03%-89.7pp | 69.93%-59.6pp | 561.29%-551.0pp |
| Employer contribution / active EE | $3,539 | $5,273-32.9% | $4,341-18.5% | $4,660-24.0% |
| Participant deferral / active EE | $9,796 | $6,959+40.8% | $6,031+62.4% | $6,688+46.5% |
| Admin fee / account holder | $1,820 | $16,648-89.1% | $12,690-85.7% | $13,397-86.4% |