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 | $209,035 | $107,334+94.8% | $92,893+125.0% | $152,861+36.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.84% | 145.58%-121.7pp | 109.41%-85.6pp | 345.32%-321.5pp |
| Employer contribution / active EE | $10,802 | $4,221+155.9% | $3,653+195.7% | $4,762+126.8% |
| Participant deferral / active EE | $7,239 | $4,845+49.4% | $4,236+70.9% | $5,850+23.7% |
| Admin fee / account holder | $3,183 | $7,079-55.0% | $5,794-45.1% | $11,596-72.5% |