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 | $108,097 | $67,823+59.4% | $52,425+106.2% | $137,256-21.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 17.58% | 219.11%-201.5pp | 302.12%-284.5pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,614 | $1,163+124.8% | $914+186.0% | $4,156-37.1% |
| Participant deferral / active EE | $6,674 | $2,288+191.7% | $1,790+272.7% | $6,407+4.2% |
| Admin fee / account holder | $75,934 | $2,844+2569.8% | $2,495+2943.6% | $12,270+518.8% |