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 | $187,054 | $99,877+87.3% | $84,966+120.2% | $145,922+28.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.51% | 83.76%-68.3pp | 66.38%-50.9pp | 561.29%-545.8pp |
| Employer contribution / active EE | $3,141 | $3,231-2.8% | $2,727+15.2% | $4,660-32.6% |
| Participant deferral / active EE | $22,925 | $5,291+333.3% | $4,519+407.3% | $6,688+242.8% |
| Admin fee / account holder | $1,847 | $7,248-74.5% | $6,149-70.0% | $13,397-86.2% |