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 | $203,978 | $121,625+67.7% | $104,607+95.0% | $158,922+28.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 6.00% | 465.26%-459.3pp | 340.46%-334.5pp | 302.83%-296.8pp |
| Employer contribution / active EE | $10,232 | $3,163+223.5% | $2,681+281.7% | $4,761+114.9% |
| Participant deferral / active EE | $5,707 | $4,177+36.6% | $3,740+52.6% | $5,982-4.6% |
| Admin fee / account holder | $1,427 | $7,787-81.7% | $6,473-78.0% | $11,246-87.3% |