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 | $175,313 | $114,381+53.3% | $107,525+63.0% | $142,382+23.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 47.93% | 242.71%-194.8pp | 181.32%-133.4pp | 217.08%-169.1pp |
| Employer contribution / active EE | $35,867 | $4,015+793.4% | $3,754+855.6% | $4,299+734.3% |
| Participant deferral / active EE | $31,000 | $5,564+457.1% | $5,116+506.0% | $6,507+376.4% |
| Admin fee / account holder | $338,890 | $9,860+3337.0% | $8,919+3699.8% | $12,624+2584.6% |