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 | $118,426 | $63,346+87.0% | $92,233+28.4% | $70,131+68.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 17.76% | 530.12%-512.4pp | 176.28%-158.5pp | 73.14%-55.4pp |
| Employer contribution / active EE | $10,459 | $2,471+323.3% | $3,679+184.3% | $2,342+346.5% |
| Participant deferral / active EE | $10,035 | $2,854+251.6% | $3,897+157.5% | $3,332+201.2% |
| Admin fee / account holder | $898 | $3,840-76.6% | $5,194-82.7% | $4,645-80.7% |