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 | $134,186 | $72,071+86.2% | $68,368+96.3% | $137,256-2.2% |
| Participation rate | 85.0% | 76.2%+8.8pp | 73.8%+11.2pp | 80.0%+5.0pp |
| Annual return | 17.33% | 353.14%-335.8pp | 292.57%-275.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $14,006 | $2,788+402.4% | $2,649+428.7% | $4,156+237.0% |
| Participant deferral / active EE | $13,199 | $4,410+199.3% | $4,123+220.2% | $6,407+106.0% |
| Admin fee / account holder | $2,202 | $5,336-58.7% | $5,150-57.2% | $12,270-82.1% |