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 | $176,097 | $110,257+59.7% | $96,544+82.4% | $139,434+26.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.66% | 26.32%-13.7pp | 25.84%-13.2pp | 372.94%-360.3pp |
| Employer contribution / active EE | $11,005 | $3,620+204.0% | $2,965+271.2% | $4,751+131.6% |
| Participant deferral / active EE | $26,250 | $5,548+373.2% | $4,851+441.1% | $6,710+291.2% |
| Admin fee / account holder | $1,242 | $11,591-89.3% | $8,252-85.0% | $11,403-89.1% |