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 | $178,251 | $117,841+51.3% | $102,423+74.0% | $145,922+22.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 26.82% | 31.65%-4.8pp | 29.32%-2.5pp | 561.29%-534.5pp |
| Employer contribution / active EE | $12,560 | $3,615+247.5% | $3,023+315.4% | $4,660+169.5% |
| Participant deferral / active EE | $13,018 | $5,731+127.2% | $5,053+157.6% | $6,688+94.7% |
| Admin fee / account holder | $65,670 | $13,326+392.8% | $9,451+594.9% | $13,397+390.2% |