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 | $127,224 | $77,419+64.3% | $69,455+83.2% | $152,861-16.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 22.15% | 39.06%-16.9pp | 28.97%-6.8pp | 345.32%-323.2pp |
| Employer contribution / active EE | $7,965 | $3,315+140.2% | $2,779+186.6% | $4,762+67.2% |
| Participant deferral / active EE | $10,255 | $4,414+132.3% | $3,535+190.1% | $5,850+75.3% |
| Admin fee / account holder | $28,540 | $6,207+359.8% | $3,839+643.4% | $11,596+146.1% |