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 | $173,672 | $74,888+131.9% | $71,209+143.9% | $142,382+22.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.86% | 345.14%-329.3pp | 282.51%-266.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $15,591 | $2,854+446.2% | $2,721+473.0% | $4,299+262.6% |
| Participant deferral / active EE | $14,105 | $4,454+216.7% | $4,175+237.8% | $6,507+116.8% |
| Admin fee / account holder | $448 | $5,568-92.0% | $5,349-91.6% | $12,624-96.5% |