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 | $170,091 | $93,373+82.2% | $152,466+11.6% | $85,850+98.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 78.2%+21.8pp | 69.3%+30.7pp |
| Annual return | 12.20% | 21.84%-9.6pp | 757.33%-745.1pp | 318.53%-306.3pp |
| Employer contribution / active EE | $2,824 | $2,996-5.7% | $4,327-34.7% | $2,565+10.1% |
| Participant deferral / active EE | $6,270 | $4,550+37.8% | $5,820+7.7% | $3,952+58.7% |
| Admin fee / account holder | $12,995 | $13,853-6.2% | $15,805-17.8% | $6,260+107.6% |