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 | $230,449 | $179,726+28.2% | $156,263+47.5% | $142,382+61.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 10.59% | 77.86%-67.3pp | 59.47%-48.9pp | 217.08%-206.5pp |
| Employer contribution / active EE | $2,625 | $5,069-48.2% | $4,333-39.4% | $4,299-38.9% |
| Participant deferral / active EE | $10,897 | $6,956+56.7% | $6,158+77.0% | $6,507+67.5% |
| Admin fee / account holder | $86,847 | $17,272+402.8% | $14,255+509.2% | $12,624+588.0% |