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 | $210,508 | $133,922+57.2% | $116,228+81.1% | $142,382+47.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 12.08% | 147.76%-135.7pp | 90.06%-78.0pp | 217.08%-205.0pp |
| Employer contribution / active EE | $6,885 | $3,446+99.8% | $2,994+129.9% | $4,299+60.2% |
| Participant deferral / active EE | $9,974 | $5,672+75.8% | $4,953+101.4% | $6,507+53.3% |
| Admin fee / account holder | $54,587 | $14,945+265.3% | $11,989+355.3% | $12,624+332.4% |