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 | $191,650 | $126,574+51.4% | $106,213+80.4% | $145,922+31.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 24.42% | 224.79%-200.4pp | 116.14%-91.7pp | 561.29%-536.9pp |
| Employer contribution / active EE | $3,262 | $3,730-12.6% | $3,171+2.9% | $4,660-30.0% |
| Participant deferral / active EE | $8,270 | $5,724+44.5% | $5,016+64.9% | $6,688+23.7% |
| Admin fee / account holder | $26,138 | $17,304+51.1% | $11,033+136.9% | $13,397+95.1% |