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 | $203,665 | $125,758+61.9% | $169,993+19.8% | $75,163+171.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 24.94% | 27.20%-2.3pp | 53.37%-28.4pp | 160.62%-135.7pp |
| Employer contribution / active EE | $8,430 | $4,615+82.7% | $6,785+24.2% | $2,670+215.8% |
| Participant deferral / active EE | $18,978 | $6,837+177.6% | $10,408+82.3% | $4,125+360.1% |
| Admin fee / account holder | $10,660 | $8,173+30.4% | $12,815-16.8% | $5,651+88.6% |