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 | $194,953 | $157,256+24.0% | $141,162+38.1% | $152,861+27.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 27.10% | 64.32%-37.2pp | 71.39%-44.3pp | 345.32%-318.2pp |
| Employer contribution / active EE | $10,497 | $5,261+99.5% | $4,735+121.7% | $4,762+120.4% |
| Participant deferral / active EE | $10,497 | $7,109+47.6% | $6,709+56.5% | $5,850+79.4% |
| Admin fee / account holder | $1,542 | $12,120-87.3% | $10,261-85.0% | $11,596-86.7% |