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 8-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 | $163,427 | $99,877+63.6% | $84,966+92.3% | $145,922+12.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.45% | 83.76%-71.3pp | 66.38%-53.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $9,426 | $3,231+191.7% | $2,727+245.6% | $4,660+102.3% |
| Participant deferral / active EE | $22,863 | $5,291+332.2% | $4,519+405.9% | $6,688+241.9% |
| Admin fee / account holder | $13,748 | $7,248+89.7% | $6,149+123.6% | $13,397+2.6% |