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 | $187,128 | $124,319+50.5% | $111,297+68.1% | $167,490+11.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 11.94% | 37.44%-25.5pp | 54.65%-42.7pp | 478.56%-466.6pp |
| Employer contribution / active EE | $16,811 | $3,435+389.4% | $2,731+515.6% | $4,837+247.5% |
| Participant deferral / active EE | $16,753 | $5,180+223.4% | $4,487+273.3% | $6,341+164.2% |
| Admin fee / account holder | $2,252 | $10,618-78.8% | $7,964-71.7% | $12,309-81.7% |