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 | $181,380 | $96,635+87.7% | $86,612+109.4% | $139,434+30.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 24.32% | 106.41%-82.1pp | 591.07%-566.7pp | 372.94%-348.6pp |
| Employer contribution / active EE | $2,364 | $3,263-27.5% | $3,022-21.8% | $4,751-50.2% |
| Participant deferral / active EE | $7,919 | $4,836+63.8% | $4,438+78.4% | $6,710+18.0% |
| Admin fee / account holder | $1,523 | $6,408-76.2% | $5,614-72.9% | $11,403-86.6% |