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 | $223,800 | $126,574+76.8% | $106,213+110.7% | $145,922+53.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 18.47% | 224.79%-206.3pp | 116.14%-97.7pp | 561.29%-542.8pp |
| Employer contribution / active EE | $4,604 | $3,730+23.4% | $3,171+45.2% | $4,660-1.2% |
| Participant deferral / active EE | $9,598 | $5,724+67.7% | $5,016+91.4% | $6,688+43.5% |
| Admin fee / account holder | $8,481 | $17,304-51.0% | $11,033-23.1% | $13,397-36.7% |