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 | $189,025 | $152,460+24.0% | $118,746+59.2% | $147,584+28.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 14.06% | 17.41%-3.3pp | 24.54%-10.5pp | 578.55%-564.5pp |
| Employer contribution / active EE | $1,113 | $5,046-77.9% | $4,193-73.4% | $4,876-77.2% |
| Participant deferral / active EE | $9,062 | $6,212+45.9% | $5,332+69.9% | $5,439+66.6% |
| Admin fee / account holder | $23,016 | $16,953+35.8% | $10,720+114.7% | $10,885+111.4% |