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 | $176,573 | $176,377+0.1% | $134,143+31.6% | $158,922+11.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 10.06% | 63.63%-53.6pp | 36.33%-26.3pp | 302.83%-292.8pp |
| Employer contribution / active EE | $17,171 | $5,040+240.7% | $3,704+363.6% | $4,761+260.6% |
| Participant deferral / active EE | $7,711 | $4,091+88.5% | $3,499+120.4% | $5,982+28.9% |
| Admin fee / account holder | $742 | $8,718-91.5% | $6,684-88.9% | $11,246-93.4% |