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 | $192,240 | $124,281+54.7% | $109,143+76.1% | $167,490+14.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.38% | 26.04%-10.7pp | 25.75%-10.4pp | 478.56%-463.2pp |
| Employer contribution / active EE | $8,489 | $4,207+101.8% | $3,722+128.1% | $4,837+75.5% |
| Participant deferral / active EE | $8,244 | $5,255+56.9% | $4,653+77.2% | $6,341+30.0% |
| Admin fee / account holder | $767 | $7,970-90.4% | $6,752-88.6% | $12,309-93.8% |