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 | $233,067 | $127,264+83.1% | $109,895+112.1% | $167,490+39.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 9.47% | 22.97%-13.5pp | 29.45%-20.0pp | 478.56%-469.1pp |
| Employer contribution / active EE | $13,182 | $3,322+296.8% | $2,842+363.8% | $4,837+172.5% |
| Participant deferral / active EE | $7,144 | $4,514+58.3% | $4,048+76.5% | $6,341+12.7% |
| Admin fee / account holder | $8,939 | $7,114+25.7% | $6,066+47.4% | $12,309-27.4% |