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 | $176,152 | $157,256+12.0% | $141,162+24.8% | $152,861+15.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.10% | 64.32%-48.2pp | 71.39%-55.3pp | 345.32%-329.2pp |
| Employer contribution / active EE | $14,323 | $5,261+172.3% | $4,735+202.5% | $4,762+200.8% |
| Participant deferral / active EE | $13,007 | $7,109+82.9% | $6,709+93.9% | $5,850+122.3% |
| Admin fee / account holder | $2,887 | $12,120-76.2% | $10,261-71.9% | $11,596-75.1% |