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 | $234,447 | $114,047+105.6% | $96,139+143.9% | $167,490+40.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 11.69% | 189.88%-178.2pp | 191.94%-180.3pp | 478.56%-466.9pp |
| Employer contribution / active EE | $17,661 | $3,427+415.3% | $2,797+531.5% | $4,837+265.1% |
| Participant deferral / active EE | $11,700 | $5,194+125.3% | $4,349+169.0% | $6,341+84.5% |
| Admin fee / account holder | $992 | $6,897-85.6% | $5,537-82.1% | $12,309-91.9% |