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 | $211,752 | $110,809+91.1% | $86,874+143.7% | $167,490+26.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 15.00% | 116.98%-102.0pp | 63.52%-48.5pp | 478.56%-463.6pp |
| Employer contribution / active EE | $5,986 | $3,244+84.5% | $2,495+139.9% | $4,837+23.7% |
| Participant deferral / active EE | $5,383 | $4,546+18.4% | $3,699+45.5% | $6,341-15.1% |
| Admin fee / account holder | $10,368 | $8,415+23.2% | $5,828+77.9% | $12,309-15.8% |