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 | $197,135 | $157,256+25.4% | $141,162+39.7% | $152,861+29.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.92% | 64.32%-49.4pp | 71.39%-56.5pp | 345.32%-330.4pp |
| Employer contribution / active EE | $9,953 | $5,261+89.2% | $4,735+110.2% | $4,762+109.0% |
| Participant deferral / active EE | $5,120 | $7,109-28.0% | $6,709-23.7% | $5,850-12.5% |
| Admin fee / account holder | $83,860 | $12,120+591.9% | $10,261+717.3% | $11,596+623.1% |