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 | $144,681 | $107,934+34.0% | $91,989+57.3% | $152,861-5.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 22.52% | 89.24%-66.7pp | 69.02%-46.5pp | 345.32%-322.8pp |
| Employer contribution / active EE | $12,688 | $4,210+201.4% | $3,452+267.6% | $4,762+166.4% |
| Participant deferral / active EE | $11,009 | $6,364+73.0% | $5,923+85.9% | $5,850+88.2% |
| Admin fee / account holder | $970 | $10,520-90.8% | $7,743-87.5% | $11,596-91.6% |