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 | $199,043 | $117,841+68.9% | $102,423+94.3% | $145,922+36.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.05% | 31.65%-19.6pp | 29.32%-17.3pp | 561.29%-549.2pp |
| Employer contribution / active EE | $4,575 | $3,615+26.6% | $3,023+51.3% | $4,660-1.8% |
| Participant deferral / active EE | $11,528 | $5,731+101.2% | $5,053+128.1% | $6,688+72.4% |
| Admin fee / account holder | $1,243 | $13,326-90.7% | $9,451-86.9% | $13,397-90.7% |