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 | $152,216 | $115,770+31.5% | $101,248+50.3% | $158,922-4.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.79% | 56.14%-48.4pp | 46.47%-38.7pp | 302.83%-295.0pp |
| Employer contribution / active EE | $14,286 | $4,175+242.2% | $3,660+290.4% | $4,761+200.0% |
| Participant deferral / active EE | $9,839 | $4,957+98.5% | $4,370+125.2% | $5,982+64.5% |
| Admin fee / account holder | $123,760 | $7,245+1608.2% | $5,945+1981.6% | $11,246+1000.5% |