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 | $204,526 | $99,652+105.2% | $78,778+159.6% | $147,584+38.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 23.82% | 47.28%-23.5pp | 35.62%-11.8pp | 578.55%-554.7pp |
| Employer contribution / active EE | $4,680 | $2,796+67.4% | $1,986+135.7% | $4,876-4.0% |
| Participant deferral / active EE | $24,000 | $3,664+555.1% | $2,958+711.3% | $5,439+341.3% |
| Admin fee / account holder | $1,856 | $7,155-74.1% | $5,134-63.9% | $10,885-83.0% |