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 | $222,822 | $165,984+34.2% | $164,813+35.2% | $145,922+52.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.98% | 100.03%-81.1pp | 69.93%-50.9pp | 561.29%-542.3pp |
| Employer contribution / active EE | $7,177 | $5,273+36.1% | $4,341+65.3% | $4,660+54.0% |
| Participant deferral / active EE | $4,679 | $6,959-32.8% | $6,031-22.4% | $6,688-30.0% |
| Admin fee / account holder | $262,257 | $16,648+1475.3% | $12,690+1966.7% | $13,397+1857.6% |