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 | $227,391 | $117,859+92.9% | $102,438+122.0% | $145,959+55.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.21% | 31.72%-18.5pp | 29.37%-16.2pp | 561.95%-548.7pp |
| Employer contribution / active EE | $11,604 | $3,615+221.0% | $3,024+283.8% | $4,661+149.0% |
| Participant deferral / active EE | $14,161 | $5,732+147.1% | $5,054+180.2% | $6,689+111.7% |
| Admin fee / account holder | $17,975 | $13,318+35.0% | $9,448+90.3% | $13,398+34.2% |