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 | $177,576 | $117,983+50.5% | $101,794+74.4% | $142,382+24.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 26.83% | 36.92%-10.1pp | 30.53%-3.7pp | 217.08%-190.2pp |
| Employer contribution / active EE | $2,213 | $2,773-20.2% | $2,289-3.3% | $4,299-48.5% |
| Participant deferral / active EE | $10,541 | $4,714+123.6% | $4,084+158.1% | $6,507+62.0% |
| Admin fee / account holder | $74,159 | $10,433+610.8% | $8,777+744.9% | $12,624+487.5% |