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 | $177,377 | $150,197+18.1% | $120,368+47.4% | $145,959+21.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 29.06% | 154.26%-125.2pp | 107.26%-78.2pp | 561.95%-532.9pp |
| Employer contribution / active EE | $12,463 | $4,350+186.5% | $3,465+259.7% | $4,661+167.4% |
| Participant deferral / active EE | $7,768 | $6,174+25.8% | $4,991+55.6% | $6,689+16.1% |
| Admin fee / account holder | $15,309 | $12,216+25.3% | $9,429+62.4% | $13,398+14.3% |