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 | $219,178 | $70,606+210.4% | $53,898+306.7% | $142,382+53.9% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 14.73% | 619.81%-605.1pp | 528.60%-513.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $525 | $1,202-56.3% | $932-43.7% | $4,299-87.8% |
| Participant deferral / active EE | $16,243 | $2,364+587.1% | $1,826+789.4% | $6,507+149.6% |
| Admin fee / account holder | $2,148 | $2,852-24.7% | $2,491-13.7% | $12,624-83.0% |