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 | $223,156 | $127,386+75.2% | $115,037+94.0% | $125,391+78.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.84% | 31.28%-29.4pp | 26.14%-24.3pp | 282.22%-280.4pp |
| Employer contribution / active EE | $6,846 | $5,166+32.5% | $4,608+48.6% | $4,866+40.7% |
| Participant deferral / active EE | $12,863 | $6,423+100.3% | $6,026+113.4% | $5,352+140.4% |
| Admin fee / account holder | $1,671 | $9,516-82.4% | $8,175-79.6% | $9,540-82.5% |