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 | $132,079 | $99,652+32.5% | $78,778+67.7% | $147,584-10.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 23.11% | 47.28%-24.2pp | 35.62%-12.5pp | 578.55%-555.4pp |
| Employer contribution / active EE | $18,280 | $2,796+553.9% | $1,986+820.6% | $4,876+274.9% |
| Participant deferral / active EE | $6,658 | $3,664+81.7% | $2,958+125.1% | $5,439+22.4% |
| Admin fee / account holder | $1,151 | $7,155-83.9% | $5,134-77.6% | $10,885-89.4% |