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 | $157,410 | $126,574+24.4% | $106,213+48.2% | $145,922+7.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.75% | 224.79%-214.0pp | 116.14%-105.4pp | 561.29%-550.5pp |
| Employer contribution / active EE | $12,852 | $3,730+244.5% | $3,171+305.2% | $4,660+175.8% |
| Participant deferral / active EE | $8,976 | $5,724+56.8% | $5,016+79.0% | $6,688+34.2% |
| Admin fee / account holder | $686 | $17,304-96.0% | $11,033-93.8% | $13,397-94.9% |