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 | $231,408 | $157,256+47.2% | $141,162+63.9% | $152,861+51.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.09% | 64.32%-39.2pp | 71.39%-46.3pp | 345.32%-320.2pp |
| Employer contribution / active EE | $7,502 | $5,261+42.6% | $4,735+58.4% | $4,762+57.5% |
| Participant deferral / active EE | $11,593 | $7,109+63.1% | $6,709+72.8% | $5,850+98.2% |
| Admin fee / account holder | $93,285 | $12,120+669.7% | $10,261+809.1% | $11,596+704.4% |