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 | $208,513 | $81,632+155.4% | $70,449+196.0% | $158,922+31.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 17.11% | 208.40%-191.3pp | 109.03%-91.9pp | 302.83%-285.7pp |
| Employer contribution / active EE | $4,390 | $3,217+36.4% | $2,737+60.4% | $4,761-7.8% |
| Participant deferral / active EE | $11,951 | $4,554+162.4% | $3,709+222.2% | $5,982+99.8% |
| Admin fee / account holder | $477 | $6,193-92.3% | $3,845-87.6% | $11,246-95.8% |