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 | $189,235 | $111,535+69.7% | $105,223+79.8% | $137,256+37.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.76% | 237.85%-222.1pp | 180.65%-164.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $4,480 | $3,939+13.7% | $3,689+21.4% | $4,156+7.8% |
| Participant deferral / active EE | $12,202 | $5,500+121.9% | $5,072+140.6% | $6,407+90.5% |
| Admin fee / account holder | $1,661 | $9,721-82.9% | $8,859-81.3% | $12,270-86.5% |