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 | $197,340 | $74,888+163.5% | $71,209+177.1% | $142,382+38.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.86% | 345.14%-327.3pp | 282.51%-264.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,245 | $2,854+13.7% | $2,721+19.3% | $4,299-24.5% |
| Participant deferral / active EE | $3,648 | $4,454-18.1% | $4,175-12.6% | $6,507-43.9% |
| Admin fee / account holder | $19,955 | $5,568+258.4% | $5,349+273.1% | $12,624+58.1% |