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 | $206,687 | $117,841+75.4% | $102,423+101.8% | $145,922+41.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.08% | 31.65%-18.6pp | 29.32%-16.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,787 | $3,615+4.8% | $3,023+25.3% | $4,660-18.7% |
| Participant deferral / active EE | $7,269 | $5,731+26.8% | $5,053+43.9% | $6,688+8.7% |
| Admin fee / account holder | $77,356 | $13,326+480.5% | $9,451+718.5% | $13,397+477.4% |