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 | $192,968 | $115,882+66.5% | $100,516+92.0% | $158,922+21.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 18.51% | 34.79%-16.3pp | 30.89%-12.4pp | 302.83%-284.3pp |
| Employer contribution / active EE | $12,986 | $4,103+216.5% | $3,418+280.0% | $4,761+172.8% |
| Participant deferral / active EE | $7,818 | $6,674+17.1% | $6,270+24.7% | $5,982+30.7% |
| Admin fee / account holder | $516 | $10,995-95.3% | $8,081-93.6% | $11,246-95.4% |