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 | $235,669 | $165,984+42.0% | $164,813+43.0% | $145,922+61.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.55% | 100.03%-87.5pp | 69.93%-57.4pp | 561.29%-548.7pp |
| Employer contribution / active EE | $21,944 | $5,273+316.2% | $4,341+405.5% | $4,660+370.9% |
| Participant deferral / active EE | $15,340 | $6,959+120.4% | $6,031+154.3% | $6,688+129.4% |
| Admin fee / account holder | $99,113 | $16,648+495.4% | $12,690+681.0% | $13,397+639.8% |