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 | $177,780 | $152,587+16.5% | $125,175+42.0% | $152,861+16.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.70% | 54.84%-32.1pp | 43.79%-21.1pp | 345.32%-322.6pp |
| Employer contribution / active EE | $4,674 | $4,946-5.5% | $3,865+20.9% | $4,762-1.9% |
| Participant deferral / active EE | $12,018 | $5,868+104.8% | $4,937+143.4% | $5,850+105.4% |
| Admin fee / account holder | $47,811 | $13,434+255.9% | $9,702+392.8% | $11,596+312.3% |