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 | $172,691 | $117,983+46.4% | $101,794+69.6% | $142,382+21.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 12.67% | 36.92%-24.2pp | 30.53%-17.9pp | 217.08%-204.4pp |
| Employer contribution / active EE | $8,514 | $2,773+207.1% | $2,289+272.0% | $4,299+98.0% |
| Participant deferral / active EE | $6,053 | $4,714+28.4% | $4,084+48.2% | $6,507-7.0% |
| Admin fee / account holder | $119,468 | $10,433+1045.1% | $8,777+1261.1% | $12,624+846.4% |