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 | $229,558 | $118,680+93.4% | $98,907+132.1% | $158,922+44.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 13.24% | 372.35%-359.1pp | 196.43%-183.2pp | 302.83%-289.6pp |
| Employer contribution / active EE | $9,639 | $3,333+189.2% | $2,689+258.5% | $4,761+102.5% |
| Participant deferral / active EE | $5,791 | $5,088+13.8% | $4,244+36.4% | $5,982-3.2% |
| Admin fee / account holder | $4,366 | $10,131-56.9% | $6,642-34.3% | $11,246-61.2% |