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 | $189,379 | $69,207+173.6% | $64,056+195.6% | $139,434+35.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 37.42% | 45.88%-8.5pp | 33.69%+3.7pp | 372.94%-335.5pp |
| Employer contribution / active EE | $16,394 | $3,182+415.2% | $2,747+496.9% | $4,751+245.1% |
| Participant deferral / active EE | $11,563 | $4,682+147.0% | $3,880+198.0% | $6,710+72.3% |
| Admin fee / account holder | $794 | $4,244-81.3% | $3,068-74.1% | $11,403-93.0% |