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 | $185,636 | $101,618+82.7% | $93,063+99.5% | $137,256+35.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 14.87% | 223.95%-209.1pp | 34.15%-19.3pp | 220.34%-205.5pp |
| Employer contribution / active EE | $9,287 | $2,707+243.1% | $2,476+275.1% | $4,156+123.5% |
| Participant deferral / active EE | $6,237 | $4,279+45.8% | $3,958+57.6% | $6,407-2.7% |
| Admin fee / account holder | $3,285 | $6,198-47.0% | $6,033-45.6% | $12,270-73.2% |