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 3-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 | $211,114 | $127,065+66.1% | $113,168+86.5% | $142,382+48.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.34% | 24.03%-5.7pp | 24.27%-5.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $12,684 | $3,442+268.5% | $2,975+326.3% | $4,299+195.0% |
| Participant deferral / active EE | $16,601 | $5,716+190.4% | $5,107+225.1% | $6,507+155.1% |
| Admin fee / account holder | $13,372 | $15,736-15.0% | $12,068+10.8% | $12,624+5.9% |