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 | $168,012 | $138,065+21.7% | $123,544+36.0% | $135,375+24.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 20.95% | 153.68%-132.7pp | 119.20%-98.2pp | 519.73%-498.8pp |
| Employer contribution / active EE | $10,176 | $5,151+97.5% | $4,628+119.9% | $4,779+112.9% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,804 | $10,916-65.2% | $9,284-59.0% | $10,827-64.9% |