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 | $233,860 | $126,574+84.8% | $106,213+120.2% | $145,922+60.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.73% | 224.79%-213.1pp | 116.14%-104.4pp | 561.29%-549.6pp |
| Employer contribution / active EE | $17,904 | $3,730+379.9% | $3,171+464.5% | $4,660+284.2% |
| Participant deferral / active EE | $7,015 | $5,724+22.6% | $5,016+39.9% | $6,688+4.9% |
| Admin fee / account holder | $2,969 | $17,304-82.8% | $11,033-73.1% | $13,397-77.8% |