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 | $203,812 | $150,187+35.7% | $120,354+69.3% | $145,922+39.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 18.17% | 154.07%-135.9pp | 107.15%-89.0pp | 561.29%-543.1pp |
| Employer contribution / active EE | $2,226 | $4,348-48.8% | $3,463-35.7% | $4,660-52.2% |
| Participant deferral / active EE | $12,682 | $6,173+105.4% | $4,991+154.1% | $6,688+89.6% |
| Admin fee / account holder | $2,808 | $12,207-77.0% | $9,423-70.2% | $13,397-79.0% |