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 | $216,166 | $162,781+32.8% | $133,956+61.4% | $158,922+36.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.74% | 41.94%-27.2pp | 45.09%-30.4pp | 302.83%-288.1pp |
| Employer contribution / active EE | $10,513 | $4,975+111.3% | $3,919+168.3% | $4,761+120.8% |
| Participant deferral / active EE | $8,857 | $5,911+49.8% | $5,048+75.5% | $5,982+48.1% |
| Admin fee / account holder | $1,230 | $11,736-89.5% | $8,927-86.2% | $11,246-89.1% |