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 | $230,101 | $126,574+81.8% | $106,213+116.6% | $145,922+57.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 22.37% | 224.79%-202.4pp | 116.14%-93.8pp | 561.29%-538.9pp |
| Employer contribution / active EE | $12,285 | $3,730+229.3% | $3,171+287.4% | $4,660+163.7% |
| Participant deferral / active EE | $7,778 | $5,724+35.9% | $5,016+55.1% | $6,688+16.3% |
| Admin fee / account holder | $100,927 | $17,304+483.3% | $11,033+814.8% | $13,397+653.4% |