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 | $178,952 | $102,966+73.8% | $90,281+98.2% | $152,861+17.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 11.92% | 95.16%-83.2pp | 78.10%-66.2pp | 345.32%-333.4pp |
| Employer contribution / active EE | $3,020 | $3,139-3.8% | $2,854+5.8% | $4,762-36.6% |
| Participant deferral / active EE | $8,525 | $4,281+99.1% | $3,885+119.4% | $5,850+45.7% |
| Admin fee / account holder | $818 | $6,171-86.7% | $5,351-84.7% | $11,596-92.9% |