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 | $247,366 | $114,381+116.3% | $107,525+130.1% | $142,382+73.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.99% | 242.71%-223.7pp | 181.32%-162.3pp | 217.08%-198.1pp |
| Employer contribution / active EE | $8,059 | $4,015+100.7% | $3,754+114.7% | $4,299+87.5% |
| Participant deferral / active EE | $8,247 | $5,564+48.2% | $5,116+61.2% | $6,507+26.7% |
| Admin fee / account holder | $399 | $9,860-96.0% | $8,919-95.5% | $12,624-96.8% |