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 | $186,907 | $93,571+99.7% | $135,903+37.5% | $75,163+148.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.74% | 30.90%-10.2pp | 68.23%-47.5pp | 160.62%-139.9pp |
| Employer contribution / active EE | $7,536 | $3,537+113.1% | $4,856+55.2% | $2,670+182.3% |
| Participant deferral / active EE | $7,499 | $6,404+17.1% | $7,758-3.3% | $4,125+81.8% |
| Admin fee / account holder | $3,103 | $6,975-55.5% | $10,762-71.2% | $5,651-45.1% |