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 | $207,298 | $101,069+105.1% | $81,478+154.4% | $147,584+40.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 22.33% | 32.40%-10.1pp | 38.78%-16.5pp | 578.55%-556.2pp |
| Employer contribution / active EE | $4,274 | $3,205+33.4% | $2,568+66.5% | $4,876-12.3% |
| Participant deferral / active EE | $9,785 | $4,242+130.7% | $3,537+176.7% | $5,439+79.9% |
| Admin fee / account holder | $1,822 | $5,812-68.7% | $4,561-60.1% | $10,885-83.3% |