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 | $219,901 | $114,381+92.3% | $107,525+104.5% | $142,382+54.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.20% | 242.71%-229.5pp | 181.32%-168.1pp | 217.08%-203.9pp |
| Employer contribution / active EE | $11,924 | $4,015+197.0% | $3,754+217.7% | $4,299+177.4% |
| Participant deferral / active EE | $6,959 | $5,564+25.1% | $5,116+36.0% | $6,507+6.9% |
| Admin fee / account holder | $926 | $9,860-90.6% | $8,919-89.6% | $12,624-92.7% |