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 | $193,854 | $150,187+29.1% | $120,354+61.1% | $145,922+32.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.52% | 154.07%-141.5pp | 107.15%-94.6pp | 561.29%-548.8pp |
| Employer contribution / active EE | $5,117 | $4,348+17.7% | $3,463+47.8% | $4,660+9.8% |
| Participant deferral / active EE | $2,469 | $6,173-60.0% | $4,991-50.5% | $6,688-63.1% |
| Admin fee / account holder | $2,291 | $12,207-81.2% | $9,423-75.7% | $13,397-82.9% |