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 | $204,425 | $148,534+37.6% | $135,903+50.4% | $139,434+46.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.93% | 79.19%-65.3pp | 68.23%-54.3pp | 372.94%-359.0pp |
| Employer contribution / active EE | $12,287 | $5,243+134.3% | $4,856+153.0% | $4,751+158.6% |
| Participant deferral / active EE | $5,180 | $8,100-36.1% | $7,758-33.2% | $6,710-22.8% |
| Admin fee / account holder | $30,760 | $12,400+148.1% | $10,762+185.8% | $11,403+169.8% |