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 | $238,717 | $100,852+136.7% | $90,404+164.1% | $158,922+50.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.90% | 1724.20%-1703.3pp | 1293.02%-1272.1pp | 302.83%-281.9pp |
| Employer contribution / active EE | $3,224 | $3,689-12.6% | $3,262-1.2% | $4,761-32.3% |
| Participant deferral / active EE | $10,799 | $4,348+148.4% | $3,963+172.5% | $5,982+80.5% |
| Admin fee / account holder | $1,227 | $6,501-81.1% | $5,611-78.1% | $11,246-89.1% |