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 | $153,242 | $96,635+58.6% | $86,612+76.9% | $139,434+9.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.35% | 106.41%-91.1pp | 591.07%-575.7pp | 372.94%-357.6pp |
| Employer contribution / active EE | $7,237 | $3,263+121.8% | $3,022+139.4% | $4,751+52.3% |
| Participant deferral / active EE | $16,100 | $4,836+232.9% | $4,438+262.8% | $6,710+139.9% |
| Admin fee / account holder | $428 | $6,408-93.3% | $5,614-92.4% | $11,403-96.2% |