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 | $188,328 | $99,877+88.6% | $84,966+121.7% | $145,922+29.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.66% | 83.76%-68.1pp | 66.38%-50.7pp | 561.29%-545.6pp |
| Employer contribution / active EE | $8,203 | $3,231+153.9% | $2,727+200.8% | $4,660+76.0% |
| Participant deferral / active EE | $10,152 | $5,291+91.9% | $4,519+124.6% | $6,688+51.8% |
| Admin fee / account holder | $4,405 | $7,248-39.2% | $6,149-28.4% | $13,397-67.1% |