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 | $220,480 | $117,983+86.9% | $101,794+116.6% | $142,382+54.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.01% | 36.92%-23.9pp | 30.53%-17.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $3,114 | $2,773+12.3% | $2,289+36.0% | $4,299-27.6% |
| Participant deferral / active EE | $7,109 | $4,714+50.8% | $4,084+74.1% | $6,507+9.2% |
| Admin fee / account holder | $39,090 | $10,433+274.7% | $8,777+345.4% | $12,624+209.7% |