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 | $212,037 | $127,065+66.9% | $113,168+87.4% | $142,382+48.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.51% | 24.03%-7.5pp | 24.27%-7.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $9,534 | $3,442+177.0% | $2,975+220.4% | $4,299+121.8% |
| Participant deferral / active EE | $6,669 | $5,716+16.7% | $5,107+30.6% | $6,507+2.5% |
| Admin fee / account holder | $1,375 | $15,736-91.3% | $12,068-88.6% | $12,624-89.1% |