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 | $239,131 | $91,552+161.2% | $133,956+78.5% | $79,858+199.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 24.07% | 61.85%-37.8pp | 45.09%-21.0pp | 31.71%-7.6pp |
| Employer contribution / active EE | $8,523 | $2,384+257.6% | $3,919+117.5% | $2,471+244.9% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,073 | $6,321-35.6% | $8,927-54.4% | $5,306-23.2% |