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 | $211,668 | $117,983+79.4% | $101,794+107.9% | $142,382+48.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.30% | 36.92%-23.6pp | 30.53%-17.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $11,381 | $2,773+310.5% | $2,289+397.2% | $4,299+164.7% |
| Participant deferral / active EE | $7,090 | $4,714+50.4% | $4,084+73.6% | $6,507+9.0% |
| Admin fee / account holder | $4,157 | $10,433-60.2% | $8,777-52.6% | $12,624-67.1% |