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 | $219,319 | $162,781+34.7% | $133,956+63.7% | $158,922+38.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.07% | 41.94%-30.9pp | 45.09%-34.0pp | 302.83%-291.8pp |
| Employer contribution / active EE | $12,116 | $4,975+143.5% | $3,919+209.2% | $4,761+154.5% |
| Participant deferral / active EE | $5,722 | $5,911-3.2% | $5,048+13.4% | $5,982-4.3% |
| Admin fee / account holder | $4,335 | $11,736-63.1% | $8,927-51.4% | $11,246-61.5% |