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 | $202,851 | $100,852+101.1% | $90,404+124.4% | $158,922+27.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.94% | 1724.20%-1710.3pp | 1293.02%-1279.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $3,680 | $3,689-0.2% | $3,262+12.8% | $4,761-22.7% |
| Participant deferral / active EE | $10,743 | $4,348+147.1% | $3,963+171.1% | $5,982+79.6% |
| Admin fee / account holder | $25,670 | $6,501+294.9% | $5,611+357.5% | $11,246+128.3% |