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 | $215,540 | $157,256+37.1% | $141,162+52.7% | $152,861+41.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.39% | 64.32%-39.9pp | 71.39%-47.0pp | 345.32%-320.9pp |
| Employer contribution / active EE | $10,277 | $5,261+95.4% | $4,735+117.1% | $4,762+115.8% |
| Participant deferral / active EE | $3,937 | $7,109-44.6% | $6,709-41.3% | $5,850-32.7% |
| Admin fee / account holder | $9,829 | $12,120-18.9% | $10,261-4.2% | $11,596-15.2% |