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 | $189,438 | $109,817+72.5% | $98,442+92.4% | $167,490+13.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.32% | 1956.69%-1942.4pp | 1492.73%-1478.4pp | 478.56%-464.2pp |
| Employer contribution / active EE | $4,687 | $3,224+45.4% | $2,960+58.3% | $4,837-3.1% |
| Participant deferral / active EE | $3,580 | $4,673-23.4% | $4,276-16.3% | $6,341-43.5% |
| Admin fee / account holder | $2,735 | $6,753-59.5% | $5,949-54.0% | $12,309-77.8% |