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 | $194,444 | $101,069+92.4% | $81,478+138.6% | $147,584+31.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 22.36% | 32.40%-10.0pp | 38.78%-16.4pp | 578.55%-556.2pp |
| Employer contribution / active EE | $10,607 | $3,205+230.9% | $2,568+313.1% | $4,876+117.5% |
| Participant deferral / active EE | $26,541 | $4,242+525.7% | $3,537+650.5% | $5,439+388.0% |
| Admin fee / account holder | $5,654 | $5,812-2.7% | $4,561+24.0% | $10,885-48.1% |