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 | $205,818 | $126,574+62.6% | $106,213+93.8% | $145,922+41.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.19% | 224.79%-213.6pp | 116.14%-105.0pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,083 | $3,730-71.0% | $3,171-65.9% | $4,660-76.8% |
| Participant deferral / active EE | $10,603 | $5,724+85.3% | $5,016+111.4% | $6,688+58.5% |
| Admin fee / account holder | $2,592 | $17,304-85.0% | $11,033-76.5% | $13,397-80.7% |