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 | $222,894 | $118,849+87.5% | $96,562+130.8% | $167,490+33.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.12% | 50.49%-39.4pp | 37.78%-26.7pp | 478.56%-467.4pp |
| Employer contribution / active EE | $12,706 | $3,120+307.3% | $2,356+439.2% | $4,837+162.7% |
| Participant deferral / active EE | $8,192 | $4,616+77.5% | $3,849+112.8% | $6,341+29.2% |
| Admin fee / account holder | $6,483 | $8,065-19.6% | $6,181+4.9% | $12,309-47.3% |