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 | $194,024 | $226,064-14.2% | $182,532+6.3% | $152,861+26.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 19.33% | 192.51%-173.2pp | 148.54%-129.2pp | 345.32%-326.0pp |
| Employer contribution / active EE | $12,052 | $4,978+142.1% | $4,076+195.7% | $4,762+153.1% |
| Participant deferral / active EE | $17,346 | $6,368+172.4% | $5,524+214.0% | $5,850+196.5% |
| Admin fee / account holder | $491 | $10,703-95.4% | $8,592-94.3% | $11,596-95.8% |