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 | $164,188 | $115,770+41.8% | $101,248+62.2% | $158,922+3.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.54% | 56.14%-47.6pp | 46.47%-37.9pp | 302.83%-294.3pp |
| Employer contribution / active EE | $15,738 | $4,175+277.0% | $3,660+330.1% | $4,761+230.6% |
| Participant deferral / active EE | $11,795 | $4,957+137.9% | $4,370+169.9% | $5,982+97.2% |
| Admin fee / account holder | $179,397 | $7,245+2376.2% | $5,945+2917.4% | $11,246+1495.2% |