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 | $160,030 | $106,515+50.2% | $96,683+65.5% | $139,434+14.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.63% | 38.43%-23.8pp | 35.69%-21.1pp | 372.94%-358.3pp |
| Employer contribution / active EE | $3,785 | $4,103-7.7% | $3,737+1.3% | $4,751-20.3% |
| Participant deferral / active EE | $19,896 | $5,454+264.8% | $4,878+307.8% | $6,710+196.5% |
| Admin fee / account holder | $1,347 | $7,877-82.9% | $6,730-80.0% | $11,403-88.2% |