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 | $200,575 | $114,381+75.4% | $107,525+86.5% | $142,382+40.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.43% | 242.71%-229.3pp | 181.32%-167.9pp | 217.08%-203.6pp |
| Employer contribution / active EE | $11,250 | $4,015+180.2% | $3,754+199.7% | $4,299+161.7% |
| Participant deferral / active EE | $11,148 | $5,564+100.3% | $5,116+117.9% | $6,507+71.3% |
| Admin fee / account holder | $1,818 | $9,860-81.6% | $8,919-79.6% | $12,624-85.6% |