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 | $220,578 | $96,484+128.6% | $75,886+190.7% | $152,861+44.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 21.67% | 33.98%-12.3pp | 30.76%-9.1pp | 345.32%-323.7pp |
| Employer contribution / active EE | $4,186 | $3,309+26.5% | $2,500+67.4% | $4,762-12.1% |
| Participant deferral / active EE | $10,495 | $4,553+130.5% | $3,603+191.3% | $5,850+79.4% |
| Admin fee / account holder | $1,060 | $8,078-86.9% | $5,418-80.4% | $11,596-90.9% |