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 | $239,682 | $155,788+53.9% | $124,672+92.2% | $167,490+43.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 11.44% | 17.97%-6.5pp | 5142.93%-5131.5pp | 478.56%-467.1pp |
| Employer contribution / active EE | $4,262 | $4,163+2.4% | $3,324+28.2% | $4,837-11.9% |
| Participant deferral / active EE | $2,841 | $5,673-49.9% | $4,614-38.4% | $6,341-55.2% |
| Admin fee / account holder | $3,345 | $9,531-64.9% | $7,493-55.4% | $12,309-72.8% |