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 | $223,232 | $162,781+37.1% | $133,956+66.6% | $158,922+40.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 26.86% | 41.94%-15.1pp | 45.09%-18.2pp | 302.83%-276.0pp |
| Employer contribution / active EE | $11,469 | $4,975+130.5% | $3,919+192.7% | $4,761+140.9% |
| Participant deferral / active EE | $20,964 | $5,911+254.7% | $5,048+315.3% | $5,982+250.4% |
| Admin fee / account holder | $1,824 | $11,736-84.5% | $8,927-79.6% | $11,246-83.8% |