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 | $194,240 | $106,515+82.4% | $96,683+100.9% | $139,434+39.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.33% | 38.43%-22.1pp | 35.69%-19.4pp | 372.94%-356.6pp |
| Employer contribution / active EE | $24,359 | $4,103+493.7% | $3,737+551.9% | $4,751+412.7% |
| Participant deferral / active EE | $12,995 | $5,454+138.3% | $4,878+166.4% | $6,710+93.7% |
| Admin fee / account holder | $920 | $7,877-88.3% | $6,730-86.3% | $11,403-91.9% |