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 | $150,775 | $106,515+41.6% | $96,683+55.9% | $139,434+8.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.04% | 38.43%-20.4pp | 35.69%-17.7pp | 372.94%-354.9pp |
| Employer contribution / active EE | $17,437 | $4,103+325.0% | $3,737+366.6% | $4,751+267.0% |
| Participant deferral / active EE | $5,552 | $5,454+1.8% | $4,878+13.8% | $6,710-17.3% |
| Admin fee / account holder | $922 | $7,877-88.3% | $6,730-86.3% | $11,403-91.9% |