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 | $172,726 | $90,348+91.2% | $75,972+127.4% | $145,922+18.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.64% | 620.88%-610.2pp | 359.55%-348.9pp | 561.29%-550.6pp |
| Employer contribution / active EE | $13,085 | $3,311+295.2% | $2,685+387.3% | $4,660+180.8% |
| Participant deferral / active EE | $9,692 | $5,162+87.8% | $4,255+127.8% | $6,688+44.9% |
| Admin fee / account holder | $4,643 | $8,467-45.2% | $6,467-28.2% | $13,397-65.3% |