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 | $192,289 | $106,515+80.5% | $96,683+98.9% | $139,434+37.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.73% | 38.43%-23.7pp | 35.69%-21.0pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,636 | $4,103-35.8% | $3,737-29.5% | $4,751-44.5% |
| Participant deferral / active EE | $11,031 | $5,454+102.3% | $4,878+126.1% | $6,710+64.4% |
| Admin fee / account holder | $35,592 | $7,877+351.9% | $6,730+428.9% | $11,403+212.1% |