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 | $220,675 | $121,625+81.4% | $104,607+111.0% | $158,922+38.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 10.24% | 465.26%-455.0pp | 340.46%-330.2pp | 302.83%-292.6pp |
| Employer contribution / active EE | $4,471 | $3,163+41.3% | $2,681+66.8% | $4,761-6.1% |
| Participant deferral / active EE | $5,511 | $4,177+31.9% | $3,740+47.4% | $5,982-7.9% |
| Admin fee / account holder | $84,720 | $7,787+988.0% | $6,473+1208.8% | $11,246+653.4% |