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 | $199,091 | $118,680+67.8% | $98,907+101.3% | $158,922+25.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 10.49% | 372.35%-361.9pp | 196.43%-185.9pp | 302.83%-292.3pp |
| Employer contribution / active EE | $5,217 | $3,333+56.5% | $2,689+94.0% | $4,761+9.6% |
| Participant deferral / active EE | $1,539 | $5,088-69.8% | $4,244-63.7% | $5,982-74.3% |
| Admin fee / account holder | $141,822 | $10,131+1299.9% | $6,642+2035.4% | $11,246+1161.1% |