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 | $117,740 | $74,888+57.2% | $71,209+65.3% | $142,382-17.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.09% | 345.14%-326.1pp | 282.51%-263.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $12,076 | $2,854+323.1% | $2,721+343.8% | $4,299+180.9% |
| Participant deferral / active EE | $11,434 | $4,454+156.7% | $4,175+173.9% | $6,507+75.7% |
| Admin fee / account holder | $16,057 | $5,568+188.4% | $5,349+200.2% | $12,624+27.2% |