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 | $160,852 | $126,519+27.1% | $106,201+51.5% | $145,959+10.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.71% | 225.10%-216.4pp | 116.26%-107.6pp | 561.95%-553.2pp |
| Employer contribution / active EE | $9,705 | $3,726+160.5% | $3,170+206.2% | $4,661+108.2% |
| Participant deferral / active EE | $18,302 | $5,716+220.2% | $5,012+265.2% | $6,689+173.6% |
| Admin fee / account holder | $270,547 | $17,312+1462.8% | $11,039+2350.7% | $13,398+1919.3% |