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 | $173,351 | $90,348+91.9% | $75,972+128.2% | $145,922+18.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.06% | 620.88%-607.8pp | 359.55%-346.5pp | 561.29%-548.2pp |
| Employer contribution / active EE | $22,836 | $3,311+589.7% | $2,685+750.6% | $4,660+390.1% |
| Participant deferral / active EE | $15,341 | $5,162+197.2% | $4,255+260.5% | $6,688+129.4% |
| Admin fee / account holder | $1,647 | $8,467-80.6% | $6,467-74.5% | $13,397-87.7% |