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 | $245,091 | $121,625+101.5% | $104,607+134.3% | $158,922+54.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 55.36% | 465.26%-409.9pp | 340.46%-285.1pp | 302.83%-247.5pp |
| Employer contribution / active EE | $2,071 | $3,163-34.5% | $2,681-22.8% | $4,761-56.5% |
| Participant deferral / active EE | $15,525 | $4,177+271.6% | $3,740+315.1% | $5,982+159.5% |
| Admin fee / account holder | $5,072 | $7,787-34.9% | $6,473-21.6% | $11,246-54.9% |