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 | $195,845 | $99,877+96.1% | $84,966+130.5% | $145,922+34.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.84% | 83.76%-70.9pp | 66.38%-53.5pp | 561.29%-548.4pp |
| Employer contribution / active EE | $18,554 | $3,231+474.2% | $2,727+580.4% | $4,660+298.2% |
| Participant deferral / active EE | $11,044 | $5,291+108.8% | $4,519+144.4% | $6,688+65.1% |
| Admin fee / account holder | $17,744 | $7,248+144.8% | $6,149+188.6% | $13,397+32.4% |