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 | $194,132 | $106,515+82.3% | $96,683+100.8% | $139,434+39.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.13% | 38.43%-23.3pp | 35.69%-20.6pp | 372.94%-357.8pp |
| Employer contribution / active EE | $4,501 | $4,103+9.7% | $3,737+20.4% | $4,751-5.3% |
| Participant deferral / active EE | $16,036 | $5,454+194.0% | $4,878+228.7% | $6,710+139.0% |
| Admin fee / account holder | $2,674 | $7,877-66.1% | $6,730-60.3% | $11,403-76.5% |