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 | $160,522 | $96,635+66.1% | $86,612+85.3% | $139,434+15.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.04% | 106.41%-93.4pp | 591.07%-578.0pp | 372.94%-359.9pp |
| Employer contribution / active EE | $14,620 | $3,263+348.1% | $3,022+383.7% | $4,751+207.7% |
| Participant deferral / active EE | $8,519 | $4,836+76.2% | $4,438+92.0% | $6,710+27.0% |
| Admin fee / account holder | $9,246 | $6,408+44.3% | $5,614+64.7% | $11,403-18.9% |