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 | $207,281 | $118,849+74.4% | $96,562+114.7% | $167,490+23.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 16.46% | 50.49%-34.0pp | 37.78%-21.3pp | 478.56%-462.1pp |
| Employer contribution / active EE | $1,842 | $3,120-41.0% | $2,356-21.8% | $4,837-61.9% |
| Participant deferral / active EE | $15,900 | $4,616+244.5% | $3,849+313.1% | $6,341+150.7% |
| Admin fee / account holder | $2,038 | $8,065-74.7% | $6,181-67.0% | $12,309-83.4% |