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 | $232,314 | $109,982+111.2% | $97,226+138.9% | $145,922+59.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.11% | 242.90%-227.8pp | 75.13%-60.0pp | 561.29%-546.2pp |
| Employer contribution / active EE | $4,880 | $3,084+58.2% | $2,729+78.8% | $4,660+4.7% |
| Participant deferral / active EE | $1,857 | $4,676-60.3% | $4,264-56.4% | $6,688-72.2% |
| Admin fee / account holder | $17,963 | $6,221+188.8% | $5,654+217.7% | $13,397+34.1% |