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 | $189,818 | $108,919+74.3% | $100,391+89.1% | $145,922+30.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.10% | 57.88%-42.8pp | 49.20%-34.1pp | 561.29%-546.2pp |
| Employer contribution / active EE | $4,143 | $4,419-6.3% | $3,942+5.1% | $4,660-11.1% |
| Participant deferral / active EE | $14,888 | $8,445+76.3% | $8,082+84.2% | $6,688+122.6% |
| Admin fee / account holder | $40,911 | $9,689+322.3% | $7,899+417.9% | $13,397+205.4% |