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 | $171,708 | $180,449-4.8% | $154,107+11.4% | $135,375+26.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 5.80% | 888.09%-882.3pp | 735.12%-729.3pp | 519.73%-513.9pp |
| Employer contribution / active EE | $13,687 | $6,035+126.8% | $5,298+158.4% | $4,779+186.4% |
| Participant deferral / active EE | $8,847 | $5,806+52.4% | $5,081+74.1% | $5,609+57.7% |
| Admin fee / account holder | $4,046 | $16,143-74.9% | $13,411-69.8% | $10,827-62.6% |