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 | $211,767 | $112,881+87.6% | $90,951+132.8% | $158,922+33.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.16% | 215.79%-201.6pp | 134.60%-120.4pp | 302.83%-288.7pp |
| Employer contribution / active EE | $11,155 | $2,893+285.6% | $2,122+425.7% | $4,761+134.3% |
| Participant deferral / active EE | $8,162 | $4,128+97.7% | $3,373+142.0% | $5,982+36.4% |
| Admin fee / account holder | $4,586 | $8,041-43.0% | $5,959-23.0% | $11,246-59.2% |