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 | $180,983 | $162,781+11.2% | $133,956+35.1% | $158,922+13.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.34% | 41.94%-24.6pp | 45.09%-27.8pp | 302.83%-285.5pp |
| Employer contribution / active EE | $20,848 | $4,975+319.0% | $3,919+432.0% | $4,761+337.9% |
| Participant deferral / active EE | $13,756 | $5,911+132.7% | $5,048+172.5% | $5,982+130.0% |
| Admin fee / account holder | $494 | $11,736-95.8% | $8,927-94.5% | $11,246-95.6% |