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 | $104,836 | $99,918+4.9% | $81,382+28.8% | $145,922-28.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 18.49% | 34.32%-15.8pp | 24.73%-6.2pp | 561.29%-542.8pp |
| Employer contribution / active EE | $13,645 | $2,978+358.2% | $2,463+454.0% | $4,660+192.8% |
| Participant deferral / active EE | $15,198 | $4,605+230.0% | $3,883+291.4% | $6,688+127.3% |
| Admin fee / account holder | $1,450 | $8,212-82.3% | $5,768-74.9% | $13,397-89.2% |