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 | $200,517 | $121,625+64.9% | $104,607+91.7% | $158,922+26.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 15.90% | 465.26%-449.4pp | 340.46%-324.6pp | 302.83%-286.9pp |
| Employer contribution / active EE | $12,621 | $3,163+299.0% | $2,681+370.8% | $4,761+165.1% |
| Participant deferral / active EE | $11,432 | $4,177+173.7% | $3,740+205.7% | $5,982+91.1% |
| Admin fee / account holder | $1,658 | $7,787-78.7% | $6,473-74.4% | $11,246-85.3% |