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 | $195,568 | $162,781+20.1% | $133,956+46.0% | $158,922+23.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.59% | 41.94%-23.3pp | 45.09%-26.5pp | 302.83%-284.2pp |
| Employer contribution / active EE | $11,108 | $4,975+123.3% | $3,919+183.5% | $4,761+133.3% |
| Participant deferral / active EE | $18,133 | $5,911+206.8% | $5,048+259.2% | $5,982+203.1% |
| Admin fee / account holder | $998 | $11,736-91.5% | $8,927-88.8% | $11,246-91.1% |