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 | $206,609 | $109,982+87.9% | $97,226+112.5% | $145,922+41.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 8.12% | 242.90%-234.8pp | 75.13%-67.0pp | 561.29%-553.2pp |
| Employer contribution / active EE | $11,784 | $3,084+282.1% | $2,729+331.8% | $4,660+152.9% |
| Participant deferral / active EE | $6,755 | $4,676+44.5% | $4,264+58.4% | $6,688+1.0% |
| Admin fee / account holder | $5,460 | $6,221-12.2% | $5,654-3.4% | $13,397-59.2% |