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 | $192,451 | $110,809+73.7% | $86,874+121.5% | $167,490+14.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 14.55% | 116.98%-102.4pp | 63.52%-49.0pp | 478.56%-464.0pp |
| Employer contribution / active EE | $5,842 | $3,244+80.1% | $2,495+134.1% | $4,837+20.8% |
| Participant deferral / active EE | $13,835 | $4,546+204.3% | $3,699+274.0% | $6,341+118.2% |
| Admin fee / account holder | $1,862 | $8,415-77.9% | $5,828-68.1% | $12,309-84.9% |