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 | $229,591 | $157,256+46.0% | $141,162+62.6% | $152,861+50.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.14% | 64.32%-44.2pp | 71.39%-51.2pp | 345.32%-325.2pp |
| Employer contribution / active EE | $13,271 | $5,261+152.3% | $4,735+180.3% | $4,762+178.7% |
| Participant deferral / active EE | $14,797 | $7,109+108.1% | $6,709+120.6% | $5,850+152.9% |
| Admin fee / account holder | $455 | $12,120-96.2% | $10,261-95.6% | $11,596-96.1% |