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 | $177,622 | $103,031+72.4% | $78,805+125.4% | $357,791-50.4% |
| Participation rate | 100.0% | 81.4%+18.6pp | 73.6%+26.4pp | 85.6%+14.4pp |
| Annual return | 20.75% | -11.97%+32.7pp | -2.71%+23.5pp | 396.79%-376.0pp |
| Employer contribution / active EE | $15,005 | $6,909+117.2% | $4,059+269.7% | $7,508+99.9% |
| Participant deferral / active EE | $0 | $5,060-100.0% | $3,584-100.0% | $5,521-100.0% |
| Admin fee / account holder | $1,522 | $5,883-74.1% | $5,677-73.2% | $28,387-94.6% |