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 | $119,856 | $99,877+20.0% | $84,966+41.1% | $145,922-17.9% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 12.22% | 83.76%-71.5pp | 66.38%-54.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $14,672 | $3,231+354.0% | $2,727+438.0% | $4,660+214.9% |
| Participant deferral / active EE | $6,244 | $5,291+18.0% | $4,519+38.2% | $6,688-6.6% |
| Admin fee / account holder | $163,576 | $7,248+2156.9% | $6,149+2560.3% | $13,397+1121.0% |