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 | $172,031 | $114,047+50.8% | $96,139+78.9% | $167,490+2.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 15.10% | 189.88%-174.8pp | 191.94%-176.8pp | 478.56%-463.5pp |
| Employer contribution / active EE | $16,886 | $3,427+392.7% | $2,797+503.8% | $4,837+249.1% |
| Participant deferral / active EE | $11,213 | $5,194+115.9% | $4,349+157.8% | $6,341+76.8% |
| Admin fee / account holder | $608 | $6,897-91.2% | $5,537-89.0% | $12,309-95.1% |