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 | $165,866 | $109,327+51.7% | $89,391+85.6% | $158,922+4.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 9.29% | 345.68%-336.4pp | 245.62%-236.3pp | 302.83%-293.5pp |
| Employer contribution / active EE | $11,829 | $3,170+273.2% | $2,586+357.5% | $4,761+148.5% |
| Participant deferral / active EE | $19,000 | $4,598+313.2% | $3,890+388.4% | $5,982+217.6% |
| Admin fee / account holder | $702 | $6,153-88.6% | $4,881-85.6% | $11,246-93.8% |