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 | $239,882 | $104,974+128.5% | $95,585+151.0% | $142,382+68.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.94% | 210.33%-195.4pp | 38.56%-23.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $4,032 | $2,779+45.1% | $2,527+59.6% | $4,299-6.2% |
| Participant deferral / active EE | $8,623 | $4,352+98.1% | $4,023+114.4% | $6,507+32.5% |
| Admin fee / account holder | $8,425 | $6,386+31.9% | $6,127+37.5% | $12,624-33.3% |