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 | $208,634 | $117,381+77.7% | $99,443+109.8% | $152,861+36.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 18.40% | 31.87%-13.5pp | 30.72%-12.3pp | 345.32%-326.9pp |
| Employer contribution / active EE | $3,506 | $3,013+16.4% | $2,540+38.0% | $4,762-26.4% |
| Participant deferral / active EE | $13,316 | $4,086+225.9% | $3,619+268.0% | $5,850+127.6% |
| Admin fee / account holder | $925 | $7,631-87.9% | $6,250-85.2% | $11,596-92.0% |