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 | $207,202 | $91,190+127.2% | $178,490+16.1% | $79,858+159.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.41% | 24.19%-13.8pp | 151.07%-140.7pp | 31.71%-21.3pp |
| Employer contribution / active EE | $8,381 | $3,256+157.4% | $5,011+67.3% | $2,471+239.2% |
| Participant deferral / active EE | $4,547 | $3,236+40.5% | $5,202-12.6% | $3,740+21.6% |
| Admin fee / account holder | $53,394 | $6,751+690.9% | $13,984+281.8% | $5,306+906.2% |