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 | $233,202 | $118,849+96.2% | $96,562+141.5% | $167,490+39.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 17.71% | 50.49%-32.8pp | 37.78%-20.1pp | 478.56%-460.8pp |
| Employer contribution / active EE | $21,601 | $3,120+592.4% | $2,356+816.7% | $4,837+346.5% |
| Participant deferral / active EE | $17,396 | $4,616+276.9% | $3,849+352.0% | $6,341+174.3% |
| Admin fee / account holder | $5,483 | $8,065-32.0% | $6,181-11.3% | $12,309-55.5% |