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 | $194,367 | $152,587+27.4% | $125,175+55.3% | $152,861+27.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.03% | 54.84%-34.8pp | 43.79%-23.8pp | 345.32%-325.3pp |
| Employer contribution / active EE | $15,407 | $4,946+211.5% | $3,865+298.6% | $4,762+223.5% |
| Participant deferral / active EE | $17,117 | $5,868+191.7% | $4,937+246.7% | $5,850+192.6% |
| Admin fee / account holder | $2,086 | $13,434-84.5% | $9,702-78.5% | $11,596-82.0% |