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 | $218,167 | $105,181+107.4% | $159,436+36.8% | $85,850+154.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.96% | 45.07%-29.1pp | 263.57%-247.6pp | 318.53%-302.6pp |
| Employer contribution / active EE | $13,931 | $3,318+319.8% | $4,829+188.5% | $2,565+443.1% |
| Participant deferral / active EE | $11,469 | $5,945+92.9% | $7,352+56.0% | $3,952+190.2% |
| Admin fee / account holder | $14,215 | $6,933+105.0% | $10,799+31.6% | $6,260+127.1% |