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 | $224,168 | $176,812+26.8% | $146,665+52.8% | $167,490+33.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.96% | 24.03%-14.1pp | 22.74%-12.8pp | 478.56%-468.6pp |
| Employer contribution / active EE | $4,175 | $5,160-19.1% | $4,136+0.9% | $4,837-13.7% |
| Participant deferral / active EE | $4,964 | $6,440-22.9% | $5,506-9.8% | $6,341-21.7% |
| Admin fee / account holder | $5,108 | $13,259-61.5% | $10,280-50.3% | $12,309-58.5% |