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 | $166,604 | $109,982+51.5% | $97,226+71.4% | $145,922+14.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 17.53% | 242.90%-225.4pp | 75.13%-57.6pp | 561.29%-543.8pp |
| Employer contribution / active EE | $4,266 | $3,084+38.3% | $2,729+56.3% | $4,660-8.4% |
| Participant deferral / active EE | $7,914 | $4,676+69.3% | $4,264+85.6% | $6,688+18.3% |
| Admin fee / account holder | $11,626 | $6,221+86.9% | $5,654+105.6% | $13,397-13.2% |