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 | $196,533 | $74,888+162.4% | $71,209+176.0% | $142,382+38.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.59% | 345.14%-329.6pp | 282.51%-266.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $16,060 | $2,854+462.6% | $2,721+490.2% | $4,299+273.6% |
| Participant deferral / active EE | $12,217 | $4,454+174.3% | $4,175+192.6% | $6,507+87.7% |
| Admin fee / account holder | $15,662 | $5,568+181.3% | $5,349+192.8% | $12,624+24.1% |