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 | $107,322 | $109,327-1.8% | $89,391+20.1% | $158,922-32.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.17% | 345.68%-332.5pp | 245.62%-232.4pp | 302.83%-289.7pp |
| Employer contribution / active EE | $12,444 | $3,170+292.6% | $2,586+381.3% | $4,761+161.4% |
| Participant deferral / active EE | $14,477 | $4,598+214.8% | $3,890+272.2% | $5,982+142.0% |
| Admin fee / account holder | $744 | $6,153-87.9% | $4,881-84.8% | $11,246-93.4% |