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 | $182,335 | $115,770+57.5% | $101,248+80.1% | $158,922+14.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.17% | 56.14%-40.0pp | 46.47%-30.3pp | 302.83%-286.7pp |
| Employer contribution / active EE | $9,368 | $4,175+124.4% | $3,660+156.0% | $4,761+96.7% |
| Participant deferral / active EE | $8,181 | $4,957+65.0% | $4,370+87.2% | $5,982+36.8% |
| Admin fee / account holder | $1,876 | $7,245-74.1% | $5,945-68.4% | $11,246-83.3% |