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 | $189,668 | $109,817+72.7% | $98,442+92.7% | $167,490+13.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.99% | 1956.69%-1941.7pp | 1492.73%-1477.7pp | 478.56%-463.6pp |
| Employer contribution / active EE | $7,670 | $3,224+137.9% | $2,960+159.2% | $4,837+58.6% |
| Participant deferral / active EE | $7,670 | $4,673+64.1% | $4,276+79.4% | $6,341+21.0% |
| Admin fee / account holder | $2,162 | $6,753-68.0% | $5,949-63.7% | $12,309-82.4% |