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 | $168,300 | $152,587+10.3% | $125,175+34.5% | $152,861+10.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.31% | 54.84%-36.5pp | 43.79%-25.5pp | 345.32%-327.0pp |
| Employer contribution / active EE | $11,728 | $4,946+137.1% | $3,865+203.4% | $4,762+146.3% |
| Participant deferral / active EE | $14,010 | $5,868+138.8% | $4,937+183.8% | $5,850+139.5% |
| Admin fee / account holder | $187,102 | $13,434+1292.7% | $9,702+1828.5% | $11,596+1513.4% |