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 | $106,698 | $84,696+26.0% | $75,696+41.0% | $167,490-36.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 14.05% | 199.36%-185.3pp | 104.53%-90.5pp | 478.56%-464.5pp |
| Employer contribution / active EE | $9,529 | $3,230+195.0% | $2,743+247.4% | $4,837+97.0% |
| Participant deferral / active EE | $1,300 | $4,580-71.6% | $3,821-66.0% | $6,341-79.5% |
| Admin fee / account holder | $8,871 | $5,355+65.7% | $3,619+145.1% | $12,309-27.9% |