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 | $138,028 | $109,327+26.3% | $89,391+54.4% | $158,922-13.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 11.18% | 345.68%-334.5pp | 245.62%-234.4pp | 302.83%-291.6pp |
| Employer contribution / active EE | $8,568 | $3,170+170.3% | $2,586+231.4% | $4,761+79.9% |
| Participant deferral / active EE | $11,369 | $4,598+147.2% | $3,890+192.3% | $5,982+90.0% |
| Admin fee / account holder | $45,707 | $6,153+642.8% | $4,881+836.4% | $11,246+306.4% |