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 | $165,852 | $118,427+40.0% | $66,042+151.1% | $142,382+16.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 14.49% | 35.57%-21.1pp | 52.11%-37.6pp | 217.08%-202.6pp |
| Employer contribution / active EE | $13,110 | $2,570+410.2% | $1,579+730.1% | $4,299+204.9% |
| Participant deferral / active EE | $8,618 | $4,311+99.9% | $2,835+203.9% | $6,507+32.4% |
| Admin fee / account holder | $278,763 | $9,593+2805.8% | $5,747+4750.8% | $12,624+2108.3% |