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 | $212,387 | $115,770+83.5% | $101,248+109.8% | $158,922+33.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 71.81% | 56.14%+15.7pp | 46.47%+25.3pp | 302.83%-231.0pp |
| Employer contribution / active EE | $3,524 | $4,175-15.6% | $3,660-3.7% | $4,761-26.0% |
| Participant deferral / active EE | $4,899 | $4,957-1.2% | $4,370+12.1% | $5,982-18.1% |
| Admin fee / account holder | $900 | $7,245-87.6% | $5,945-84.9% | $11,246-92.0% |