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 | $232,094 | $133,922+73.3% | $116,228+99.7% | $142,382+63.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 14.84% | 147.76%-132.9pp | 90.06%-75.2pp | 217.08%-202.2pp |
| Employer contribution / active EE | $20,320 | $3,446+489.8% | $2,994+578.6% | $4,299+372.7% |
| Participant deferral / active EE | $8,204 | $5,672+44.6% | $4,953+65.6% | $6,507+26.1% |
| Admin fee / account holder | $49,238 | $14,945+229.5% | $11,989+310.7% | $12,624+290.0% |