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 | $208,055 | $117,983+76.3% | $101,794+104.4% | $142,382+46.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.13% | 36.92%-20.8pp | 30.53%-14.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,072 | $2,773+10.8% | $2,289+34.2% | $4,299-28.6% |
| Participant deferral / active EE | $8,202 | $4,714+74.0% | $4,084+100.8% | $6,507+26.0% |
| Admin fee / account holder | $852 | $10,433-91.8% | $8,777-90.3% | $12,624-93.3% |