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 | $170,112 | $102,966+65.2% | $90,281+88.4% | $152,861+11.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.95% | 95.16%-74.2pp | 78.10%-57.2pp | 345.32%-324.4pp |
| Employer contribution / active EE | $5,465 | $3,139+74.1% | $2,854+91.5% | $4,762+14.8% |
| Participant deferral / active EE | $10,506 | $4,281+145.4% | $3,885+170.4% | $5,850+79.6% |
| Admin fee / account holder | $378 | $6,171-93.9% | $5,351-92.9% | $11,596-96.7% |