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 | $201,670 | $91,190+121.2% | $178,490+13.0% | $79,858+152.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.04% | 24.19%-6.2pp | 151.07%-133.0pp | 31.71%-13.7pp |
| Employer contribution / active EE | $7,508 | $3,256+130.6% | $5,011+49.8% | $2,471+203.9% |
| Participant deferral / active EE | $4,451 | $3,236+37.5% | $5,202-14.4% | $3,740+19.0% |
| Admin fee / account holder | $595 | $6,751-91.2% | $13,984-95.7% | $5,306-88.8% |