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 | $176,151 | $96,484+82.6% | $75,886+132.1% | $152,861+15.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 20.14% | 33.98%-13.8pp | 30.76%-10.6pp | 345.32%-325.2pp |
| Employer contribution / active EE | $5,452 | $3,309+64.8% | $2,500+118.1% | $4,762+14.5% |
| Participant deferral / active EE | $5,351 | $4,553+17.5% | $3,603+48.5% | $5,850-8.5% |
| Admin fee / account holder | $715 | $8,078-91.2% | $5,418-86.8% | $11,596-93.8% |