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 | $183,224 | $84,696+116.3% | $75,696+142.1% | $167,490+9.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 13.24% | 199.36%-186.1pp | 104.53%-91.3pp | 478.56%-465.3pp |
| Employer contribution / active EE | $14,023 | $3,230+334.2% | $2,743+411.3% | $4,837+189.9% |
| Participant deferral / active EE | $5,962 | $4,580+30.2% | $3,821+56.0% | $6,341-6.0% |
| Admin fee / account holder | $1,545 | $5,355-71.2% | $3,619-57.3% | $12,309-87.5% |