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 | $145,200 | $74,888+93.9% | $71,209+103.9% | $142,382+2.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.19% | 345.14%-328.9pp | 282.51%-266.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $11,427 | $2,854+300.3% | $2,721+320.0% | $4,299+165.8% |
| Participant deferral / active EE | $8,096 | $4,454+81.7% | $4,175+93.9% | $6,507+24.4% |
| Admin fee / account holder | $54,685 | $5,568+882.1% | $5,349+922.4% | $12,624+333.2% |