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 | $201,404 | $116,175+73.4% | $93,606+115.2% | $152,861+31.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 24.80% | 35.96%-11.2pp | 32.76%-8.0pp | 345.32%-320.5pp |
| Employer contribution / active EE | $4,906 | $3,218+52.4% | $2,718+80.5% | $4,762+3.0% |
| Participant deferral / active EE | $3,276 | $4,603-28.8% | $4,069-19.5% | $5,850-44.0% |
| Admin fee / account holder | $35,705 | $10,748+232.2% | $7,888+352.6% | $11,596+207.9% |