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 | $244,476 | $165,984+47.3% | $164,813+48.3% | $145,922+67.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.50% | 100.03%-81.5pp | 69.93%-51.4pp | 561.29%-542.8pp |
| Employer contribution / active EE | $1,528 | $5,273-71.0% | $4,341-64.8% | $4,660-67.2% |
| Participant deferral / active EE | $9,970 | $6,959+43.3% | $6,031+65.3% | $6,688+49.1% |
| Admin fee / account holder | $206,359 | $16,648+1139.6% | $12,690+1526.2% | $13,397+1440.3% |