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 | $230,751 | $115,770+99.3% | $101,248+127.9% | $158,922+45.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.31% | 56.14%-39.8pp | 46.47%-30.2pp | 302.83%-286.5pp |
| Employer contribution / active EE | $11,828 | $4,175+183.3% | $3,660+223.2% | $4,761+148.4% |
| Participant deferral / active EE | $12,289 | $4,957+147.9% | $4,370+181.2% | $5,982+105.4% |
| Admin fee / account holder | $1,871 | $7,245-74.2% | $5,945-68.5% | $11,246-83.4% |