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 | $201,892 | $176,377+14.5% | $134,143+50.5% | $158,922+27.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.98% | 63.63%-50.6pp | 36.33%-23.3pp | 302.83%-289.8pp |
| Employer contribution / active EE | $16,398 | $5,040+225.3% | $3,704+342.7% | $4,761+244.4% |
| Participant deferral / active EE | $26,000 | $4,091+535.5% | $3,499+643.1% | $5,982+334.6% |
| Admin fee / account holder | $25,333 | $8,718+190.6% | $6,684+279.0% | $11,246+125.3% |