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 | $115,926 | $74,888+54.8% | $71,209+62.8% | $142,382-18.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.42% | 345.14%-327.7pp | 282.51%-265.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $13,555 | $2,854+374.9% | $2,721+398.2% | $4,299+215.3% |
| Participant deferral / active EE | $13,334 | $4,454+199.4% | $4,175+219.4% | $6,507+104.9% |
| Admin fee / account holder | $162,795 | $5,568+2823.6% | $5,349+2943.6% | $12,624+1189.6% |