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 | $188,606 | $118,680+58.9% | $98,907+90.7% | $158,922+18.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 23.36% | 372.35%-349.0pp | 196.43%-173.1pp | 302.83%-279.5pp |
| Employer contribution / active EE | $14,557 | $3,333+336.8% | $2,689+441.4% | $4,761+205.8% |
| Participant deferral / active EE | $9,270 | $5,088+82.2% | $4,244+118.4% | $5,982+55.0% |
| Admin fee / account holder | $2,182 | $10,131-78.5% | $6,642-67.2% | $11,246-80.6% |