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 | $181,743 | $106,515+70.6% | $96,683+88.0% | $139,434+30.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 27.23% | 38.43%-11.2pp | 35.69%-8.5pp | 372.94%-345.7pp |
| Employer contribution / active EE | $26,187 | $4,103+538.3% | $3,737+600.8% | $4,751+451.2% |
| Participant deferral / active EE | $21,825 | $5,454+300.2% | $4,878+347.4% | $6,710+225.3% |
| Admin fee / account holder | $4,186 | $7,877-46.9% | $6,730-37.8% | $11,403-63.3% |