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 | $143,211 | $77,419+85.0% | $69,455+106.2% | $152,861-6.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 32.86% | 39.06%-6.2pp | 28.97%+3.9pp | 345.32%-312.5pp |
| Employer contribution / active EE | $12,417 | $3,315+274.6% | $2,779+346.8% | $4,762+160.7% |
| Participant deferral / active EE | $10,129 | $4,414+129.5% | $3,535+186.5% | $5,850+73.1% |
| Admin fee / account holder | $1,349 | $6,207-78.3% | $3,839-64.9% | $11,596-88.4% |