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 | $175,297 | $140,588+24.7% | $123,104+42.4% | $125,391+39.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 3.16% | 16.80%-13.6pp | 13.22%-10.1pp | 282.22%-279.1pp |
| Employer contribution / active EE | $14,599 | $6,041+141.6% | $5,151+183.4% | $4,866+200.0% |
| Participant deferral / active EE | $12,876 | $6,980+84.5% | $6,230+106.7% | $5,352+140.6% |
| Admin fee / account holder | $383 | $11,198-96.6% | $9,015-95.7% | $9,540-96.0% |