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 | $175,854 | $100,773+74.5% | $88,946+97.7% | $142,382+23.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.82% | 70.18%-53.4pp | 57.82%-41.0pp | 217.08%-200.3pp |
| Employer contribution / active EE | $8,676 | $2,918+197.4% | $2,555+239.6% | $4,299+101.8% |
| Participant deferral / active EE | $8,052 | $5,230+54.0% | $4,581+75.8% | $6,507+23.7% |
| Admin fee / account holder | $1,564 | $9,693-83.9% | $8,261-81.1% | $12,624-87.6% |