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 | $191,368 | $148,534+28.8% | $135,903+40.8% | $139,434+37.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.92% | 79.19%-63.3pp | 68.23%-52.3pp | 372.94%-357.0pp |
| Employer contribution / active EE | $15,648 | $5,243+198.5% | $4,856+222.2% | $4,751+229.4% |
| Participant deferral / active EE | $12,153 | $8,100+50.0% | $7,758+56.7% | $6,710+81.1% |
| Admin fee / account holder | $2,177 | $12,400-82.4% | $10,762-79.8% | $11,403-80.9% |