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 | $199,969 | $93,571+113.7% | $135,903+47.1% | $75,163+166.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.43% | 30.90%-11.5pp | 68.23%-48.8pp | 160.62%-141.2pp |
| Employer contribution / active EE | $4,017 | $3,537+13.6% | $4,856-17.3% | $2,670+50.4% |
| Participant deferral / active EE | $9,498 | $6,404+48.3% | $7,758+22.4% | $4,125+130.2% |
| Admin fee / account holder | $9,514 | $6,975+36.4% | $10,762-11.6% | $5,651+68.4% |