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 | $202,741 | $127,065+59.6% | $113,168+79.2% | $142,382+42.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.63% | 24.03%-8.4pp | 24.27%-8.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,773 | $3,442-19.4% | $2,975-6.8% | $4,299-35.5% |
| Participant deferral / active EE | $8,148 | $5,716+42.5% | $5,107+59.6% | $6,507+25.2% |
| Admin fee / account holder | $72,233 | $15,736+359.0% | $12,068+498.6% | $12,624+472.2% |