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 | $238,380 | $117,859+102.3% | $102,438+132.7% | $145,959+63.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.15% | 31.72%-22.6pp | 29.37%-20.2pp | 561.95%-552.8pp |
| Employer contribution / active EE | $1,915 | $3,615-47.0% | $3,024-36.7% | $4,661-58.9% |
| Participant deferral / active EE | $11,466 | $5,732+100.0% | $5,054+126.9% | $6,689+71.4% |
| Admin fee / account holder | $4,108 | $13,318-69.2% | $9,448-56.5% | $13,398-69.3% |