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 | $187,288 | $97,125+92.8% | $86,233+117.2% | $137,256+36.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 11.63% | 74.19%-62.6pp | 61.39%-49.8pp | 220.34%-208.7pp |
| Employer contribution / active EE | $4,843 | $2,841+70.5% | $2,504+93.4% | $4,156+16.5% |
| Participant deferral / active EE | $16,782 | $5,180+224.0% | $4,559+268.1% | $6,407+161.9% |
| Admin fee / account holder | $70,419 | $9,725+624.1% | $8,342+744.1% | $12,270+473.9% |