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 | $182,683 | $90,348+102.2% | $75,972+140.5% | $145,922+25.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.65% | 620.88%-609.2pp | 359.55%-347.9pp | 561.29%-549.6pp |
| Employer contribution / active EE | $14,376 | $3,311+334.2% | $2,685+435.4% | $4,660+208.5% |
| Participant deferral / active EE | $3,046 | $5,162-41.0% | $4,255-28.4% | $6,688-54.5% |
| Admin fee / account holder | $2,421 | $8,467-71.4% | $6,467-62.6% | $13,397-81.9% |