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 | $188,537 | $105,931+78.0% | $81,930+130.1% | $158,922+18.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 26.54% | 38.17%-11.6pp | 29.49%-3.0pp | 302.83%-276.3pp |
| Employer contribution / active EE | $1,402 | $7,800-82.0% | $4,310-67.5% | $4,761-70.6% |
| Participant deferral / active EE | $12,348 | $13,003-5.0% | $7,107+73.7% | $5,982+106.4% |
| Admin fee / account holder | $1,167 | $8,489-86.3% | $5,158-77.4% | $11,246-89.6% |