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 | $191,439 | $78,422+144.1% | $95,952+99.5% | $79,858+139.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 17.34% | 19.37%-2.0pp | 91.61%-74.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $6,691 | $1,945+244.0% | $2,541+163.3% | $2,471+170.8% |
| Participant deferral / active EE | $6,710 | $3,440+95.1% | $4,167+61.0% | $3,740+79.4% |
| Admin fee / account holder | $737 | $5,622-86.9% | $6,795-89.2% | $5,306-86.1% |