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 | $195,996 | $111,535+75.7% | $105,223+86.3% | $137,256+42.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.09% | 237.85%-220.8pp | 180.65%-163.6pp | 220.34%-203.2pp |
| Employer contribution / active EE | $4,019 | $3,939+2.0% | $3,689+9.0% | $4,156-3.3% |
| Participant deferral / active EE | $14,766 | $5,500+168.5% | $5,072+191.2% | $6,407+130.5% |
| Admin fee / account holder | $22,564 | $9,721+132.1% | $8,859+154.7% | $12,270+83.9% |