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 | $170,579 | $109,817+55.3% | $98,442+73.3% | $167,490+1.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.89% | 1956.69%-1943.8pp | 1492.73%-1479.8pp | 478.56%-465.7pp |
| Employer contribution / active EE | $978 | $3,224-69.7% | $2,960-67.0% | $4,837-79.8% |
| Participant deferral / active EE | $28,761 | $4,673+515.4% | $4,276+572.6% | $6,341+353.6% |
| Admin fee / account holder | $1,071 | $6,753-84.1% | $5,949-82.0% | $12,309-91.3% |