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 | $219,724 | $114,381+92.1% | $107,525+104.3% | $142,382+54.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.22% | 242.71%-226.5pp | 181.32%-165.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,390 | $4,015-40.5% | $3,754-36.3% | $4,299-44.4% |
| Participant deferral / active EE | $2,563 | $5,564-53.9% | $5,116-49.9% | $6,507-60.6% |
| Admin fee / account holder | $39,229 | $9,860+297.9% | $8,919+339.9% | $12,624+210.8% |