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 | $207,548 | $74,888+177.1% | $71,209+191.5% | $142,382+45.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.12% | 345.14%-325.0pp | 282.51%-262.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $7,694 | $2,854+169.5% | $2,721+182.8% | $4,299+79.0% |
| Participant deferral / active EE | $9,431 | $4,454+111.7% | $4,175+125.9% | $6,507+44.9% |
| Admin fee / account holder | $569,399 | $5,568+10125.7% | $5,349+10545.4% | $12,624+4410.6% |