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 | $230,074 | $126,574+81.8% | $106,213+116.6% | $145,922+57.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.31% | 224.79%-211.5pp | 116.14%-102.8pp | 561.29%-548.0pp |
| Employer contribution / active EE | $9,177 | $3,730+146.0% | $3,171+189.4% | $4,660+97.0% |
| Participant deferral / active EE | $5,427 | $5,724-5.2% | $5,016+8.2% | $6,688-18.8% |
| Admin fee / account holder | $23,628 | $17,304+36.5% | $11,033+114.2% | $13,397+76.4% |