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 | $129,201 | $73,515+75.7% | $62,995+105.1% | $147,584-12.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.73% | 175.43%-158.7pp | 87.57%-70.8pp | 578.55%-561.8pp |
| Employer contribution / active EE | $14,265 | $3,320+329.6% | $2,759+417.0% | $4,876+192.5% |
| Participant deferral / active EE | $7,050 | $4,185+68.5% | $3,329+111.8% | $5,439+29.6% |
| Admin fee / account holder | $571 | $5,953-90.4% | $3,600-84.1% | $10,885-94.8% |