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 | $121,843 | $99,877+22.0% | $84,966+43.4% | $145,922-16.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.47% | 83.76%-73.3pp | 66.38%-55.9pp | 561.29%-550.8pp |
| Employer contribution / active EE | $19,116 | $3,231+491.6% | $2,727+601.0% | $4,660+310.2% |
| Participant deferral / active EE | $11,159 | $5,291+110.9% | $4,519+146.9% | $6,688+66.9% |
| Admin fee / account holder | $3,561 | $7,248-50.9% | $6,149-42.1% | $13,397-73.4% |