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 | $160,160 | $104,974+52.6% | $95,585+67.6% | $142,382+12.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.08% | 210.33%-195.3pp | 38.56%-23.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $15,875 | $2,779+471.4% | $2,527+528.3% | $4,299+269.3% |
| Participant deferral / active EE | $9,716 | $4,352+123.2% | $4,023+141.5% | $6,507+49.3% |
| Admin fee / account holder | $10,023 | $6,386+56.9% | $6,127+63.6% | $12,624-20.6% |