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 | $222,639 | $165,984+34.1% | $164,813+35.1% | $145,922+52.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.92% | 100.03%-88.1pp | 69.93%-58.0pp | 561.29%-549.4pp |
| Employer contribution / active EE | $3,296 | $5,273-37.5% | $4,341-24.1% | $4,660-29.3% |
| Participant deferral / active EE | $6,014 | $6,959-13.6% | $6,031-0.3% | $6,688-10.1% |
| Admin fee / account holder | $52,716 | $16,648+216.7% | $12,690+315.4% | $13,397+293.5% |