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 | $173,193 | $105,931+63.5% | $81,930+111.4% | $158,922+9.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 10.23% | 38.17%-27.9pp | 29.49%-19.3pp | 302.83%-292.6pp |
| Employer contribution / active EE | $3,220 | $7,800-58.7% | $4,310-25.3% | $4,761-32.4% |
| Participant deferral / active EE | $21,668 | $13,003+66.6% | $7,107+204.9% | $5,982+262.2% |
| Admin fee / account holder | $66,215 | $8,489+680.0% | $5,158+1183.8% | $11,246+488.8% |