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 | $224,083 | $90,348+148.0% | $75,972+195.0% | $145,922+53.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.76% | 620.88%-609.1pp | 359.55%-347.8pp | 561.29%-549.5pp |
| Employer contribution / active EE | $15,422 | $3,311+365.8% | $2,685+474.4% | $4,660+231.0% |
| Participant deferral / active EE | $10,567 | $5,162+104.7% | $4,255+148.3% | $6,688+58.0% |
| Admin fee / account holder | $1,472 | $8,467-82.6% | $6,467-77.2% | $13,397-89.0% |