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 | $214,593 | $165,912+29.3% | $122,332+75.4% | $147,584+45.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 11.94% | 34.55%-22.6pp | 30.27%-18.3pp | 578.55%-566.6pp |
| Employer contribution / active EE | $14,718 | $5,754+155.8% | $4,050+263.4% | $4,876+201.8% |
| Participant deferral / active EE | $24,000 | $4,005+499.2% | $3,287+630.2% | $5,439+341.3% |
| Admin fee / account holder | $1,644 | $7,424-77.9% | $5,478-70.0% | $10,885-84.9% |