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 | $184,380 | $127,386+44.7% | $115,037+60.3% | $125,391+47.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.75% | 31.28%-29.5pp | 26.14%-24.4pp | 282.22%-280.5pp |
| Employer contribution / active EE | $11,538 | $5,166+123.4% | $4,608+150.4% | $4,866+137.1% |
| Participant deferral / active EE | $9,980 | $6,423+55.4% | $6,026+65.6% | $5,352+86.5% |
| Admin fee / account holder | $13,496 | $9,516+41.8% | $8,175+65.1% | $9,540+41.5% |