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 | $189,872 | $227,553-16.6% | $189,557+0.2% | $167,490+13.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.31% | 78.40%-63.1pp | 64.17%-48.9pp | 478.56%-463.3pp |
| Employer contribution / active EE | $8,351 | $5,316+57.1% | $4,412+89.3% | $4,837+72.6% |
| Participant deferral / active EE | $17,769 | $7,002+153.8% | $6,174+187.8% | $6,341+180.2% |
| Admin fee / account holder | $15,707 | $11,878+32.2% | $9,807+60.2% | $12,309+27.6% |