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 | $186,831 | $127,386+46.7% | $115,037+62.4% | $125,391+49.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.39% | 31.28%-33.7pp | 26.14%-28.5pp | 282.22%-284.6pp |
| Employer contribution / active EE | $15,756 | $5,166+205.0% | $4,608+241.9% | $4,866+223.8% |
| Participant deferral / active EE | $18,156 | $6,423+182.7% | $6,026+201.3% | $5,352+239.3% |
| Admin fee / account holder | $1,279 | $9,516-86.6% | $8,175-84.4% | $9,540-86.6% |