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 | $236,617 | $107,334+120.4% | $92,893+154.7% | $152,861+54.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.97% | 145.58%-124.6pp | 109.41%-88.4pp | 345.32%-324.3pp |
| Employer contribution / active EE | $4,605 | $4,221+9.1% | $3,653+26.1% | $4,762-3.3% |
| Participant deferral / active EE | $7,964 | $4,845+64.4% | $4,236+88.0% | $5,850+36.1% |
| Admin fee / account holder | $45,791 | $7,079+546.8% | $5,794+690.3% | $11,596+294.9% |