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 | $194,819 | $110,257+76.7% | $96,544+101.8% | $139,434+39.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.22% | 26.32%-12.1pp | 25.84%-11.6pp | 372.94%-358.7pp |
| Employer contribution / active EE | $8,718 | $3,620+140.8% | $2,965+194.0% | $4,751+83.5% |
| Participant deferral / active EE | $2,897 | $5,548-47.8% | $4,851-40.3% | $6,710-56.8% |
| Admin fee / account holder | $1,403 | $11,591-87.9% | $8,252-83.0% | $11,403-87.7% |