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 | $208,753 | $162,781+28.2% | $133,956+55.8% | $158,922+31.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 29.16% | 41.94%-12.8pp | 45.09%-15.9pp | 302.83%-273.7pp |
| Employer contribution / active EE | $23,799 | $4,975+378.3% | $3,919+507.3% | $4,761+399.9% |
| Participant deferral / active EE | $16,059 | $5,911+171.7% | $5,048+218.2% | $5,982+168.5% |
| Admin fee / account holder | $689 | $11,736-94.1% | $8,927-92.3% | $11,246-93.9% |