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 | $242,164 | $176,056+37.5% | $159,436+51.9% | $167,490+44.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.13% | 331.75%-321.6pp | 263.57%-253.4pp | 478.56%-468.4pp |
| Employer contribution / active EE | $15,199 | $5,297+186.9% | $4,829+214.7% | $4,837+214.2% |
| Participant deferral / active EE | $12,449 | $7,750+60.6% | $7,352+69.3% | $6,341+96.3% |
| Admin fee / account holder | $1,964 | $12,554-84.4% | $10,799-81.8% | $12,309-84.0% |