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 | $200,042 | $116,175+72.2% | $93,606+113.7% | $152,861+30.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 26.03% | 35.96%-9.9pp | 32.76%-6.7pp | 345.32%-319.3pp |
| Employer contribution / active EE | $9,022 | $3,218+180.3% | $2,718+231.9% | $4,762+89.4% |
| Participant deferral / active EE | $9,961 | $4,603+116.4% | $4,069+144.8% | $5,850+70.3% |
| Admin fee / account holder | $3,192 | $10,748-70.3% | $7,888-59.5% | $11,596-72.5% |