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 | $193,217 | $112,881+71.2% | $90,951+112.4% | $158,922+21.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.91% | 215.79%-201.9pp | 134.60%-120.7pp | 302.83%-288.9pp |
| Employer contribution / active EE | $4,782 | $2,893+65.3% | $2,122+125.4% | $4,761+0.4% |
| Participant deferral / active EE | $5,471 | $4,128+32.6% | $3,373+62.2% | $5,982-8.5% |
| Admin fee / account holder | $492 | $8,041-93.9% | $5,959-91.7% | $11,246-95.6% |