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 | $184,923 | $157,256+17.6% | $141,162+31.0% | $152,861+21.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.86% | 64.32%-46.5pp | 71.39%-53.5pp | 345.32%-327.5pp |
| Employer contribution / active EE | $12,822 | $5,261+143.7% | $4,735+170.8% | $4,762+169.2% |
| Participant deferral / active EE | $5,643 | $7,109-20.6% | $6,709-15.9% | $5,850-3.5% |
| Admin fee / account holder | $11,803 | $12,120-2.6% | $10,261+15.0% | $11,596+1.8% |