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 | $208,388 | $117,841+76.8% | $102,423+103.5% | $145,922+42.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.51% | 31.65%-11.1pp | 29.32%-8.8pp | 561.29%-540.8pp |
| Employer contribution / active EE | $6,914 | $3,615+91.3% | $3,023+128.7% | $4,660+48.4% |
| Participant deferral / active EE | $6,932 | $5,731+21.0% | $5,053+37.2% | $6,688+3.7% |
| Admin fee / account holder | $37,267 | $13,326+179.7% | $9,451+294.3% | $13,397+178.2% |