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 | $190,869 | $226,064-15.6% | $182,532+4.6% | $152,861+24.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 12.92% | 192.51%-179.6pp | 148.54%-135.6pp | 345.32%-332.4pp |
| Employer contribution / active EE | $2,395 | $4,978-51.9% | $4,076-41.2% | $4,762-49.7% |
| Participant deferral / active EE | $6,740 | $6,368+5.8% | $5,524+22.0% | $5,850+15.2% |
| Admin fee / account holder | $3,774 | $10,703-64.7% | $8,592-56.1% | $11,596-67.5% |