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 | $230,493 | $211,958+8.7% | $169,463+36.0% | $135,375+70.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 1.68% | 3.26%-1.6pp | 1.83%-0.1pp | 519.73%-518.1pp |
| Employer contribution / active EE | $39,745 | $5,120+676.3% | $4,159+855.6% | $4,779+731.7% |
| Participant deferral / active EE | $15,000 | $6,075+146.9% | $5,277+184.3% | $5,609+167.4% |
| Admin fee / account holder | $622 | $11,471-94.6% | $9,109-93.2% | $10,827-94.3% |