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 | $215,086 | $107,334+100.4% | $92,893+131.5% | $152,861+40.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.09% | 145.58%-124.5pp | 109.41%-88.3pp | 345.32%-324.2pp |
| Employer contribution / active EE | $27,396 | $4,221+549.0% | $3,653+650.0% | $4,762+475.3% |
| Participant deferral / active EE | $15,750 | $4,845+225.1% | $4,236+271.8% | $5,850+169.2% |
| Admin fee / account holder | $12,200 | $7,079+72.3% | $5,794+110.6% | $11,596+5.2% |