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 | $179,795 | $74,888+140.1% | $71,209+152.5% | $142,382+26.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.08% | 345.14%-325.1pp | 282.51%-262.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $15,236 | $2,854+433.8% | $2,721+459.9% | $4,299+254.4% |
| Participant deferral / active EE | $13,200 | $4,454+196.3% | $4,175+216.2% | $6,507+102.9% |
| Admin fee / account holder | $1,018 | $5,568-81.7% | $5,349-81.0% | $12,624-91.9% |