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 | $185,692 | $148,534+25.0% | $135,903+36.6% | $139,434+33.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 46.95% | 79.19%-32.2pp | 68.23%-21.3pp | 372.94%-326.0pp |
| Employer contribution / active EE | $11,813 | $5,243+125.3% | $4,856+143.2% | $4,751+148.6% |
| Participant deferral / active EE | $9,675 | $8,100+19.4% | $7,758+24.7% | $6,710+44.2% |
| Admin fee / account holder | $577 | $12,400-95.3% | $10,762-94.6% | $11,403-94.9% |