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 | $227,097 | $118,680+91.4% | $98,907+129.6% | $158,922+42.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 10.47% | 372.35%-361.9pp | 196.43%-186.0pp | 302.83%-292.4pp |
| Employer contribution / active EE | $3,249 | $3,333-2.5% | $2,689+20.8% | $4,761-31.8% |
| Participant deferral / active EE | $8,445 | $5,088+66.0% | $4,244+99.0% | $5,982+41.2% |
| Admin fee / account holder | $41,694 | $10,131+311.5% | $6,642+527.8% | $11,246+270.8% |