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 | $177,811 | $133,958+32.7% | $112,228+58.4% | $134,475+32.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 1.41% | 47.11%-45.7pp | 27.45%-26.0pp | 417.96%-416.6pp |
| Employer contribution / active EE | $2,991 | $4,038-25.9% | $3,635-17.7% | $4,740-36.9% |
| Participant deferral / active EE | $18,200 | $5,291+244.0% | $4,728+284.9% | $6,400+184.4% |
| Admin fee / account holder | $500 | $7,489-93.3% | $6,410-92.2% | $11,426-95.6% |